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Madden Securities’s UnitedHealth UNH Stock Holding History

Madden Securities’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
-728
Closed -$383K – 106
2023
Q4 		$383K Buy
+728
New +$388K 0.2% 72
2023
Q3 		– Sell
-533
Closed -$256K – 92
2023
Q2 		$256K Buy
+533
New +$261K 0.13% 80
2023
Q1 		– Sell
-423
Closed -$224K – 348
2022
Q4 		$224K Hold
423
– – 0.12% 87
2022
Q3 		$214K Hold
423
– – 0.13% 89
2022
Q2 		$217K Hold
423
– – 0.12% 94
2022
Q1 		$216K Buy
+423
New +$204K 0.1% 109

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Madden Securities's UNH Position: Q1 2024 in Review

Madden Securities sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 728 shares — an estimated $383K sold.

Madden Securities first reported a position in UNH in Q1 2022 and held it in 6 quarters. The position peaked at $383K in Q4 2023. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Madden Securities reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Madden Securities sold 728 UnitedHealth shares in Q1 2024, an estimated $383K.
  • Madden Securities first reported a position in UnitedHealth in Q1 2022 and held it in 6 quarters.
  • Madden Securities's UnitedHealth position peaked at $383K in Q4 2023.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Madden Securities's 13F filing for Q1 2024, filed 10 Apr 2024.