Platte River Wealth Advisors’s UnitedHealth UNH Stock Holding History

Platte River Wealth Advisors’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	$3.2M	Hold	5,476	–	–	0.86%	28
2024 Q2	$2.79M	Hold	5,476	–	–	0.78%	29
2024 Q1	$2.71M	Sell	5,476 -519	-9%	-$264K	0.77%	30
2023 Q4	$3.16M	Sell	5,995 -99	-2%	-$52.8K	1.04%	27
2023 Q3	$3.07M	Buy	6,094 +224	+4%	+$110K	1.12%	25
2023 Q2	$2.82M	Buy	5,870 +150	+3%	+$73.3K	0.99%	29
2023 Q1	$2.7M	Sell	5,720 -169	-3%	-$81.6K	1.04%	28
2022 Q4	$3.12M	Buy	5,889 +37	+0.6%	+$19.6K	1.32%	20
2022 Q3	$2.96M	Hold	5,852	–	–	1.32%	22
2022 Q2	$3.01M	Sell	5,852 -10	-0.2%	-$5.02K	1.3%	22
2022 Q1	$2.99M	Hold	5,862	–	–	1.09%	23
2021 Q4	$2.75M	Sell	5,862 -5	-0.1%	-$2.26K	0.94%	27
2021 Q3	$2.29M	Buy	5,867 +100	+2%	+$41.4K	0.85%	28
2021 Q2	$2.31M	Hold	5,767	–	–	0.88%	28
2021 Q1	$2.1M	Buy	5,767 +55	+1%	+$19.1K	0.86%	28
2020 Q4	$2.03M	Buy	5,712 +305	+6%	+$102K	0.88%	29
2020 Q3	$1.69M	Hold	5,407	–	–	0.87%	28
2020 Q2	$1.64M	Buy	+5,407	New	+$1.55M	0.9%	30
2019 Q4	$1.44M	Buy	+5,268	New	+$1.38M	0.75%	34

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

Platte River Wealth Advisors's UNH Position: Q3 2024 in Review

Platte River Wealth Advisors held its UnitedHealth (UNH) position steady in Q3 2024 at 5,476 shares worth $3.2M. The position accounts for 0.86% of the portfolio, ranked #28.

Platte River Wealth Advisors first reported a position in UNH in Q4 2019 and has held it in 19 quarters since. 3,466 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Platte River Wealth Advisors held 5,476 shares of UnitedHealth worth $3.2M as of Q3 2024.
Platte River Wealth Advisors left its UnitedHealth share count unchanged in Q3 2024.
UnitedHealth made up 0.86% of Platte River Wealth Advisors's portfolio in Q3 2024, its #28 holding.
Platte River Wealth Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 19 quarters since.
3,466 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.