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NorthStar Asset Management (Massachusetts)’s UnitedHealth UNH Stock Holding History

NorthStar Asset Management (Massachusetts)’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
-379
Closed -$201K – 66
2022
Q4 		$201K Buy
+379
New +$201K 0.07% 66

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NorthStar Asset Management (Massachusetts)'s UNH Position: Q1 2023 in Review

NorthStar Asset Management (Massachusetts) sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 379 shares — an estimated $201K sold.

NorthStar Asset Management (Massachusetts) first reported a position in UNH in Q4 2022 and held it in 1 quarter. The position peaked at $201K in Q4 2022. 3,110 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

  • NorthStar Asset Management (Massachusetts) reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
  • NorthStar Asset Management (Massachusetts) sold 379 UnitedHealth shares in Q1 2023, an estimated $201K.
  • NorthStar Asset Management (Massachusetts) first reported a position in UnitedHealth in Q4 2022 and held it in 1 quarter.
  • NorthStar Asset Management (Massachusetts)'s UnitedHealth position peaked at $201K in Q4 2022.
  • 3,110 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q1 2023, filed 28 Apr 2023.