Palladiem’s UnitedHealth UNH Stock Holding History

Palladiem’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 Q3	$245K	Hold	485	–	–	0.26%	45
2023 Q2	$233K	Hold	485	–	–	0.24%	53
2023 Q1	$229K	Buy	485 +60	+14%	+$29K	0.24%	47
2022 Q4	$225K	Hold	425	–	–	0.23%	48
2022 Q3	$215K	Hold	425	–	–	0.23%	44
2022 Q2	$218K	Sell	425 -35	-8%	-$17.6K	0.22%	45
2022 Q1	$235K	Hold	460	–	–	0.21%	47
2021 Q4	$231K	Buy	+460	New	+$208K	0.19%	55

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Palladiem's UNH Position: Q3 2023 in Review

Palladiem held its UnitedHealth (UNH) position steady in Q3 2023 at 485 shares worth $245K. The position accounts for 0.26% of the portfolio, ranked #45.

Palladiem first reported a position in UNH in Q4 2021 and has held it in 8 quarters since. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Palladiem held 485 shares of UnitedHealth worth $245K as of Q3 2023.
Palladiem left its UnitedHealth share count unchanged in Q3 2023.
UnitedHealth made up 0.26% of Palladiem's portfolio in Q3 2023, its #45 holding.
Palladiem first reported a position in UnitedHealth in Q4 2021 and has held it in 8 quarters since.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Palladiem's 13F filing for Q3 2023, filed 8 Dec 2023.