Life Planning Partners’s UnitedHealth UNH Stock Holding History

Life Planning Partners’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-23	Closed	-$12.1K	–	229
2023 Q4	$12.1K	Buy	+23	New	+$12.3K	0.01%	151

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Life Planning Partners's UNH Position: Q1 2024 in Review

Life Planning Partners sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 23 shares — an estimated $12.1K sold.

Life Planning Partners first reported a position in UNH in Q4 2023 and held it in 1 quarter. The position peaked at $12.1K in Q4 2023. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Life Planning Partners reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 23 UnitedHealth shares in Q1 2024, an estimated $12.1K.
Life Planning Partners first reported a position in UnitedHealth in Q4 2023 and held it in 1 quarter.
Life Planning Partners's UnitedHealth position peaked at $12.1K in Q4 2023.
3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.