Noesis Capital Mangement’s UnitedHealth UNH Stock Holding History

Noesis Capital Mangement’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 Q1	–	Sell	-409	Closed	-$217K	–	109
2022 Q4	$217K	Buy	409 +12	+3%	+$6.36K	0.06%	101
2022 Q3	$201K	Buy	+397	New	+$209K	0.06%	99
2022 Q2	–	Sell	-611	Closed	-$312K	–	116
2022 Q1	$312K	Sell	611 -64	-9%	-$30.9K	0.08%	86
2021 Q4	$339K	Sell	675 -113	-14%	-$51.2K	0.07%	92
2021 Q3	$308K	Hold	788	–	–	0.06%	94
2021 Q2	$331K	Sell	788 -20	-2%	-$7.97K	0.07%	84
2021 Q1	$301K	Buy	808 +69	+9%	+$23.9K	0.07%	87
2020 Q4	$259K	Hold	739	–	–	0.06%	95
2020 Q3	$230K	Hold	739	–	–	0.07%	92
2020 Q2	$218K	Buy	+739	New	+$212K	0.07%	100
2020 Q1	–	Sell	-799	Closed	-$235K	–	119
2019 Q4	$235K	Buy	+799	New	+$209K	0.07%	110
2019 Q3	–	Sell	-1,678	Closed	-$409K	–	102
2019 Q2	$409K	Buy	+1,678	New	+$404K	0.14%	61

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Noesis Capital Mangement's UNH Position: Q1 2023 in Review

Noesis Capital Mangement sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 409 shares — an estimated $217K sold.

Noesis Capital Mangement first reported a position in UNH in Q2 2019 and held it in 12 quarters. The position peaked at $409K in Q2 2019. 3,110 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Noesis Capital Mangement reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
Noesis Capital Mangement sold 409 UnitedHealth shares in Q1 2023, an estimated $217K.
Noesis Capital Mangement first reported a position in UnitedHealth in Q2 2019 and held it in 12 quarters.
Noesis Capital Mangement's UnitedHealth position peaked at $409K in Q2 2019.
3,110 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Noesis Capital Mangement's 13F filing for Q1 2023, filed 8 May 2023.