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Milestone Investment Advisors’s UnitedHealth UNH Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-811
Closed -$409K – 421
2023
Q3 		$409K Buy
+811
New +$399K 0.12% 70
2023
Q2 		– Sell
-811
Closed -$383K – 416
2023
Q1 		$383K Buy
+811
New +$391K 0.12% 71

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Milestone Investment Advisors's UNH Position: Q4 2023 in Review

Milestone Investment Advisors sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 811 shares — an estimated $409K sold.

Milestone Investment Advisors first reported a position in UNH in Q1 2023 and held it in 2 quarters. The position peaked at $409K in Q3 2023. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

  • Milestone Investment Advisors reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 811 UnitedHealth shares in Q4 2023, an estimated $409K.
  • Milestone Investment Advisors first reported a position in UnitedHealth in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's UnitedHealth position peaked at $409K in Q3 2023.
  • 3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.