Mine & Arao Wealth Creation & Management’s UnitedHealth UNH Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-217	Closed	-$107K	–	337
2024 Q1	$107K	Buy	217 +6	+3%	+$3.05K	0.05%	100
2023 Q4	$111K	Hold	211	–	–	0.06%	101
2023 Q3	$106K	Sell	211 -44	-17%	-$21.7K	0.06%	94
2023 Q2	$123K	Sell	255 -1	-0.4%	-$489	0.07%	91
2023 Q1	$121K	Hold	256	–	–	0.08%	92
2022 Q4	$136K	Hold	256	–	–	0.1%	81
2022 Q3	$129K	Buy	256 +44	+21%	+$23.1K	0.1%	77
2022 Q2	$109K	Buy	212 +1	+0.5%	+$502	0.08%	100
2022 Q1	$108K	Hold	211	–	–	0.06%	104
2021 Q4	$106K	Buy	211 +11	+6%	+$4.98K	0.06%	108
2021 Q3	$78K	Hold	200	–	–	0.05%	116
2021 Q2	$80K	Hold	200	–	–	0.05%	114
2021 Q1	$74K	Hold	200	–	–	0.05%	114
2020 Q4	$70K	Hold	200	–	–	0.05%	113
2020 Q3	$62K	Hold	200	–	–	0.05%	110
2020 Q2	$59K	Hold	200	–	–	0.06%	105
2020 Q1	$50K	Hold	200	–	–	0.06%	104
2019 Q4	$59K	Buy	+200	New	+$52.3K	0.06%	115

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

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

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

Mine & Arao Wealth Creation & Management's UNH Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 217 shares — an estimated $107K sold.

Mine & Arao Wealth Creation & Management first reported a position in UNH in Q4 2019 and held it in 18 quarters. The position peaked at $136K in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 217 UnitedHealth shares in Q2 2024, an estimated $107K.
Mine & Arao Wealth Creation & Management first reported a position in UnitedHealth in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's UnitedHealth position peaked at $136K in Q4 2022.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.