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NWK Group’s UnitedHealth UNH Stock Holding History

NWK Group’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 		– Sell
-8,428
Closed -$4.44M – 70
2023
Q4 		$4.44M Buy
+8,428
New +$4.49M 2.28% 19
2023
Q1 		– Sell
-8,850
Closed -$4.69M – 81
2022
Q4 		$4.69M Buy
8,850
+54
+0.6% +$28.6K 3.45% 8
2022
Q3 		$4.44M Sell
8,796
-339
-4% -$178K 3.44% 12
2022
Q2 		$4.69M Buy
9,135
+107
+1% +$53.7K 3.16% 14
2022
Q1 		$4.6M Buy
+9,028
New +$4.35M 2.48% 18
2021
Q1 		– Sell
-25
Closed -$9K – 212
2020
Q4 		$9K Buy
+25
New +$8.38K ﹤0.01% 160
2020
Q3 		– Sell
-66
Closed -$19K – 256
2020
Q2 		$19K Buy
+66
New +$18.9K 0.01% 133
2020
Q1 		– Sell
-11
Closed -$3K – 214
2019
Q4 		$3K Buy
+11
New +$2.88K ﹤0.01% 186

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

NWK Group's UNH Position: Q1 2024 in Review

NWK Group sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 8,428 shares — an estimated $4.44M sold.

NWK Group first reported a position in UNH in Q4 2019 and held it in 8 quarters. The position peaked at $4.69M in Q4 2022. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • NWK Group reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • NWK Group sold 8,428 UnitedHealth shares in Q1 2024, an estimated $4.44M.
  • NWK Group first reported a position in UnitedHealth in Q4 2019 and held it in 8 quarters.
  • NWK Group's UnitedHealth position peaked at $4.69M in Q4 2022.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on NWK Group's 13F filing for Q1 2024, filed 10 May 2024.