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Norwood Financial’s UnitedHealth UNH Stock Holding History

Norwood Financial’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 		$63.3K Sell
128
-4
-3% -$2.03K 0.09% 145
2023
Q4 		$69.5K Hold
132
– – 0.11% 132
2023
Q3 		$66.5K Buy
132
+13
+11% +$6.4K 0.11% 127
2023
Q2 		$57.2K Buy
119
+84
+240% +$41.1K 0.09% 141
2023
Q1 		$16.5K Buy
35
+21
+150% +$10.1K 0.03% 190
2022
Q4 		$7.42K Hold
14
– – 0.01% 233
2022
Q3 		$7K Buy
+14
New +$7.36K 0.01% 233

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norwood Financial's UNH Position: Q1 2024 in Review

Norwood Financial reduced its UnitedHealth (UNH) stake by 3% in Q1 2024, selling an estimated $2.03K and leaving 128 shares worth $63.3K. The position accounts for 0.09% of the portfolio, ranked #145.

Norwood Financial first reported a position in UNH in Q3 2022 and has held it in 7 quarters since. The position peaked at $69.5K in Q4 2023. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Norwood Financial held 128 shares of UnitedHealth worth $63.3K as of Q1 2024.
  • Norwood Financial sold 4 UnitedHealth shares in Q1 2024, an estimated $2.03K.
  • UnitedHealth made up 0.09% of Norwood Financial's portfolio in Q1 2024, its #145 holding.
  • Norwood Financial first reported a position in UnitedHealth in Q3 2022 and has held it in 7 quarters since.
  • Norwood Financial's UnitedHealth position peaked at $69.5K in Q4 2023.
  • 3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.