Parsec Financial Management’s UnitedHealth UNH Stock Holding History

Parsec Financial Management’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	$14.9M	Buy	31,451 +1,766	+6%	+$852K	0.63%	44
2022 Q4	$15.7M	Buy	29,685 +807	+3%	+$427K	0.7%	41
2022 Q3	$14.6M	Buy	28,878 +3,284	+13%	+$1.73M	0.73%	39
2022 Q2	$13.1M	Buy	25,594 +2,297	+10%	+$1.15M	0.64%	44
2022 Q1	$11.9M	Buy	23,297 +2,353	+11%	+$1.13M	0.5%	53
2021 Q4	$10.5M	Buy	20,944 +1,356	+7%	+$614K	0.44%	52
2021 Q3	$9.1M	Sell	19,588 -157	-0.8%	-$65K	0.39%	55
2021 Q2	$7.91M	Sell	19,745 -52	-0.3%	-$20.7K	0.37%	59
2021 Q1	$7.37M	Sell	19,797 -561	-3%	-$194K	0.38%	59
2020 Q4	$7.14M	Sell	20,358 -475	-2%	-$159K	0.39%	55
2020 Q3	$6.5M	Sell	20,833 -2,060	-9%	-$633K	0.4%	60
2020 Q2	$6.75M	Sell	22,893 -1,172	-5%	-$336K	0.43%	58
2020 Q1	$6M	Sell	24,065 -1,660	-6%	-$457K	0.45%	57
2019 Q4	$7.56M	Sell	25,725 -265	-1%	-$69.3K	0.44%	63
2019 Q3	$5.65M	Buy	25,990 +179	+0.7%	+$43.2K	0.35%	68
2019 Q2	$6.3M	Buy	25,811 +18,269	+242%	+$4.39M	0.39%	68
2019 Q1	$1.86M	Sell	7,542 -388	-5%	-$98.9K	0.12%	121
2018 Q4	$1.98M	Sell	7,930 -545	-6%	-$144K	0.14%	109
2018 Q3	$2.25M	Sell	8,475 -192	-2%	-$49.9K	0.14%	113
2018 Q2	$2.13M	Sell	8,667 -95	-1%	-$22.8K	0.14%	116
2018 Q1	$1.88M	Sell	8,762 -140	-2%	-$32K	0.13%	117
2017 Q4	$1.96M	Sell	8,902 -467	-5%	-$99K	0.13%	119
2017 Q3	$1.83M	Buy	+9,369	New	+$1.81M	0.13%	122

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

Parsec Financial Management's UNH Position: Q1 2023 in Review

Parsec Financial Management increased its UnitedHealth (UNH) stake by 5.9% in Q1 2023, buying an estimated $852K and bringing the position to 31,451 shares worth $14.9M. The position accounts for 0.63% of the portfolio, ranked #44.

Parsec Financial Management first reported a position in UNH in Q3 2017 and has held it in 23 quarters since. The position peaked at $15.7M in Q4 2022. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Parsec Financial Management held 31,451 shares of UnitedHealth worth $14.9M as of Q1 2023.
Parsec Financial Management bought 1,766 UnitedHealth shares in Q1 2023, an estimated $852K.
UnitedHealth made up 0.63% of Parsec Financial Management's portfolio in Q1 2023, its #44 holding.
Parsec Financial Management first reported a position in UnitedHealth in Q3 2017 and has held it in 23 quarters since.
Parsec Financial Management's UnitedHealth position peaked at $15.7M in Q4 2022.
3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.