Mitsubishi UFJ Morgan Stanley Securities’s UnitedHealth UNH Stock Holding History

Mitsubishi UFJ Morgan Stanley 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	-799	Closed	-$421K	–	43
2023 Q4	$421K	Sell	799 -552	-41%	-$294K	2.43%	20
2023 Q3	$681K	Buy	1,351 +1,206	+832%	+$594K	3.05%	16
2023 Q2	$69.7K	Buy	+145	New	+$70.9K	0.41%	17
2023 Q1	–	Sell	-10	Closed	-$5K	–	179
2022 Q4	$5K	Hold	10	–	–	0.04%	157
2022 Q3	$5K	Hold	10	–	–	0.07%	145
2022 Q2	$5K	Hold	10	–	–	0.01%	150
2022 Q1	$5K	Sell	10 -50	-83%	-$24.1K	﹤0.01%	153
2021 Q4	$30K	Sell	60 -70	-54%	-$31.7K	0.01%	113
2021 Q3	$51K	Buy	130 +60	+86%	+$24.9K	0.05%	69
2021 Q2	$28K	Buy	+70	New	+$27.9K	0.21%	68
2014 Q2	–	Sell	-280	Closed	-$23K	–	292
2014 Q1	$23K	Sell	280 -290	-51%	-$21.8K	0.06%	117
2013 Q4	$43K	Buy	570 +190	+50%	+$13.6K	0.07%	74
2013 Q3	$27K	Buy	+380	New	+$27.2K	0.04%	151

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's UNH Position: Q1 2024 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 799 shares — an estimated $421K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in UNH in Q3 2013 and held it in 13 quarters. The position peaked at $681K in Q3 2023. 3,381 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Mitsubishi UFJ Morgan Stanley Securities reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
Mitsubishi UFJ Morgan Stanley Securities sold 799 UnitedHealth shares in Q1 2024, an estimated $421K.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in UnitedHealth in Q3 2013 and held it in 13 quarters.
Mitsubishi UFJ Morgan Stanley Securities's UnitedHealth position peaked at $681K in Q3 2023.
3,381 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q1 2024, filed 2 May 2024.