Peterson Financial Group’s UnitedHealth UNH Stock Holding History

Peterson Financial 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 Q3	$87.7K	Buy	+150	New	+$84.8K	0.34%	61
2023 Q1	–	Sell	-3,930	Closed	-$2.08M	–	69
2022 Q4	$2.08M	Sell	3,930 -2,228	-36%	-$1.18M	2.75%	3
2022 Q3	$3.11M	Buy	6,158 +272	+5%	+$143K	3.02%	4
2022 Q2	$3.02M	Buy	5,886 +295	+5%	+$148K	2.85%	4
2022 Q1	$2.85M	Buy	5,591 +188	+3%	+$90.7K	2.36%	7
2021 Q4	$2.71M	Buy	+5,403	New	+$2.45M	2.21%	8

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peterson Financial Group's UNH Position: Q3 2024 in Review

Peterson Financial Group opened a new position in UnitedHealth (UNH) in Q3 2024: 150 shares worth $87.7K. The stake represents 0.34% of the portfolio and ranks #61 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in UNH as recently as Q4 2022.

Peterson Financial Group first reported a position in UNH in Q4 2021 and has held it in 6 quarters since. The position peaked at $3.11M in Q3 2022. 3,466 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Peterson Financial Group held 150 shares of UnitedHealth worth $87.7K as of Q3 2024.
UnitedHealth was a new Peterson Financial Group position in Q3 2024.
UnitedHealth made up 0.34% of Peterson Financial Group's portfolio in Q3 2024, its #61 holding.
Peterson Financial Group first reported a position in UnitedHealth in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's UnitedHealth position peaked at $3.11M in Q3 2022.
3,466 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.