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NEIRG Wealth Management’s UnitedHealth UNH Stock Holding History

NEIRG Wealth 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
Q3 		– Sell
-3,097
Closed -$1.49M – 118
2023
Q2 		$1.49M Sell
3,097
-13
-0.4% -$6.36K 0.27% 69
2023
Q1 		$1.47M Buy
3,110
+30
+1% +$14.5K 0.25% 76
2022
Q4 		$1.63M Sell
3,080
-4
-0.1% -$2.12K 0.31% 74
2022
Q3 		$1.56M Buy
3,084
+828
+37% +$435K 0.31% 75
2022
Q2 		$1.16M Buy
+2,256
New +$1.13M 0.25% 82

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NEIRG Wealth Management's UNH Position: Q3 2023 in Review

NEIRG Wealth Management sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 3,097 shares — an estimated $1.49M sold.

NEIRG Wealth Management first reported a position in UNH in Q2 2022 and held it in 5 quarters. The position peaked at $1.63M in Q4 2022. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • NEIRG Wealth Management reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 3,097 UnitedHealth shares in Q3 2023, an estimated $1.49M.
  • NEIRG Wealth Management first reported a position in UnitedHealth in Q2 2022 and held it in 5 quarters.
  • NEIRG Wealth Management's UnitedHealth position peaked at $1.63M in Q4 2022.
  • 3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.