Norway Savings Bank’s UnitedHealth UNH Stock Holding History

Norway Savings Bank’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	-222	Closed	-$118K	–	263
2022 Q4	$118K	Hold	222	–	–	0.06%	147
2022 Q3	$112K	Hold	222	–	–	0.06%	151
2022 Q2	$114K	Hold	222	–	–	0.06%	158
2022 Q1	$113K	Hold	222	–	–	0.05%	164
2021 Q4	$111K	Hold	222	–	–	0.05%	167
2021 Q3	$87K	Hold	222	–	–	0.04%	180
2021 Q2	$89K	Hold	222	–	–	0.04%	181
2021 Q1	$83K	Hold	222	–	–	0.04%	179
2020 Q4	$78K	Buy	222 +7	+3%	+$2.35K	0.04%	173
2020 Q3	$67K	Buy	215 +175	+438%	+$53.8K	0.05%	160
2020 Q2	$12K	Hold	40	–	–	0.01%	221
2020 Q1	$10K	Hold	40	–	–	0.01%	218
2019 Q4	$12K	Hold	40	–	–	0.01%	224
2019 Q3	$9K	Hold	40	–	–	0.01%	219
2019 Q2	$10K	Hold	40	–	–	0.01%	213
2019 Q1	$10K	Hold	40	–	–	0.01%	207
2018 Q4	$10K	Hold	40	–	–	0.01%	213
2018 Q3	$11K	Hold	40	–	–	0.01%	211
2018 Q2	$10K	Hold	40	–	–	0.01%	215
2018 Q1	$9K	Hold	40	–	–	0.01%	215
2017 Q4	$9K	Hold	40	–	–	0.01%	222
2017 Q3	$8K	Hold	40	–	–	0.01%	229
2017 Q2	$7K	Hold	40	–	–	0.01%	236
2017 Q1	$7K	Hold	40	–	–	0.01%	219
2016 Q4	$6K	Buy	+40	New	+$5.97K	0.01%	217

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

Norway Savings Bank's UNH Position: Q1 2023 in Review

Norway Savings Bank sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 222 shares — an estimated $118K sold.

Norway Savings Bank first reported a position in UNH in Q4 2016 and held it in 25 quarters. The position peaked at $118K in Q4 2022. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Norway Savings Bank reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
Norway Savings Bank sold 222 UnitedHealth shares in Q1 2023, an estimated $118K.
Norway Savings Bank first reported a position in UnitedHealth in Q4 2016 and held it in 25 quarters.
Norway Savings Bank's UnitedHealth position peaked at $118K in Q4 2022.
3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Norway Savings Bank's 13F filing for Q1 2023, filed 11 Apr 2023.