McMillion Capital Management’s UnitedHealth UNH Stock Holding History

McMillion Capital Management’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	$3.85K	Buy	+8	New	+$3.91K	﹤0.01%	165
2022 Q4	–	Sell	-8	Closed	-$4K	–	177
2022 Q3	$4K	Hold	8	–	–	﹤0.01%	181
2022 Q2	$4K	Buy	+8	New	+$4.02K	﹤0.01%	194
2021 Q1	–	Sell	-17	Closed	-$6K	–	263
2020 Q4	$6K	Buy	+17	New	+$5.7K	﹤0.01%	237
2020 Q2	–	Sell	-8	Closed	-$2K	–	253
2020 Q1	$2K	Hold	8	–	–	﹤0.01%	264
2019 Q4	$2K	Hold	8	–	–	﹤0.01%	257
2019 Q3	$2K	Hold	8	–	–	﹤0.01%	261
2019 Q2	$2K	Buy	+8	New	+$1.92K	﹤0.01%	266

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

McMillion Capital Management's UNH Position: Q2 2023 in Review

McMillion Capital Management opened a new position in UnitedHealth (UNH) in Q2 2023: 8 shares worth $3.85K. The stake represents ﹤0.01% of the portfolio and ranks #165 among its holdings. This is a return to the name: McMillion Capital Management previously reported a position in UNH as recently as Q3 2022.

McMillion Capital Management first reported a position in UNH in Q2 2019 and has held it in 8 quarters since. The position peaked at $6K in Q4 2020. 3,129 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

McMillion Capital Management held 8 shares of UnitedHealth worth $3.85K as of Q2 2023.
UnitedHealth was a new McMillion Capital Management position in Q2 2023.
UnitedHealth made up ﹤0.01% of McMillion Capital Management's portfolio in Q2 2023, its #165 holding.
McMillion Capital Management first reported a position in UnitedHealth in Q2 2019 and has held it in 8 quarters since.
McMillion Capital Management's UnitedHealth position peaked at $6K in Q4 2020.
3,129 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on McMillion Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.