Lumature Wealth Partners’s UnitedHealth UNH Stock Holding History

Lumature Wealth 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
2023 Q2	$595K	Buy	1,238 +5	+0.4%	+$2.44K	0.35%	63
2023 Q1	$583K	Buy	1,233 +443	+56%	+$214K	0.33%	57
2022 Q4	$419K	Sell	790 -94	-11%	-$49.8K	0.23%	82
2022 Q3	$447K	Sell	884 -61	-6%	-$32.1K	0.24%	73
2022 Q2	$485K	Buy	945 +907	+2,387%	+$455K	0.22%	75
2022 Q1	$19K	Sell	38 -6	-14%	-$2.89K	0.01%	312
2021 Q4	$22K	Sell	44 -26	-37%	-$11.8K	0.01%	289
2021 Q3	$27K	Buy	70 +15	+27%	+$6.21K	0.01%	268
2021 Q2	$22K	Sell	55 -5	-8%	-$1.99K	0.01%	261
2021 Q1	$22K	Buy	+60	New	+$20.8K	0.01%	261

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

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

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

Lumature Wealth Partners's UNH Position: Q2 2023 in Review

Lumature Wealth Partners increased its UnitedHealth (UNH) stake by 0.41% in Q2 2023, buying an estimated $2.44K and bringing the position to 1,238 shares worth $595K. The position accounts for 0.35% of the portfolio, ranked #63.

Lumature Wealth Partners first reported a position in UNH in Q1 2021 and has held it in 10 quarters since. 3,129 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Lumature Wealth Partners held 1,238 shares of UnitedHealth worth $595K as of Q2 2023.
Lumature Wealth Partners bought 5 UnitedHealth shares in Q2 2023, an estimated $2.44K.
UnitedHealth made up 0.35% of Lumature Wealth Partners's portfolio in Q2 2023, its #63 holding.
Lumature Wealth Partners first reported a position in UnitedHealth in Q1 2021 and has held it in 10 quarters since.
3,129 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.