Meyer Handelman Company’s UnitedHealth UNH Stock Holding History

Meyer Handelman Company’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 Q3	–	Sell	-518	Closed	-$249K	–	196
2023 Q2	$249K	Hold	518	–	–	0.01%	179
2023 Q1	$245K	Buy	+518	New	+$250K	0.01%	179
2021 Q4	–	Sell	-1,466	Closed	-$572K	–	198
2021 Q3	$572K	Hold	1,466	–	–	0.02%	164
2021 Q2	$586K	Buy	+1,466	New	+$585K	0.02%	173

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

Meyer Handelman Company's UNH Position: Q3 2023 in Review

Meyer Handelman Company sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 518 shares — an estimated $249K sold.

Meyer Handelman Company first reported a position in UNH in Q2 2021 and held it in 4 quarters. The position peaked at $586K in Q2 2021. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Meyer Handelman Company reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Meyer Handelman Company sold 518 UnitedHealth shares in Q3 2023, an estimated $249K.
Meyer Handelman Company first reported a position in UnitedHealth in Q2 2021 and held it in 4 quarters.
Meyer Handelman Company's UnitedHealth position peaked at $586K in Q2 2021.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Meyer Handelman Company's 13F filing for Q3 2023, filed 6 Nov 2023.