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Provence Wealth Management Group’s UnitedHealth UNH Stock Holding History

Provence Wealth Management 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
2023
Q4 		$1.3M Buy
2,468
+614
+33% +$327K 0.7% 34
2023
Q3 		$935K Buy
1,854
+309
+20% +$152K 0.57% 40
2023
Q2 		$743K Sell
1,545
-3
-0.2% -$1.47K 0.44% 49
2023
Q1 		$732K Buy
1,548
+341
+28% +$165K 0.49% 47
2022
Q4 		$640K Buy
+1,207
New +$639K 0.52% 44

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Provence Wealth Management Group's UNH Position: Q4 2023 in Review

Provence Wealth Management Group increased its UnitedHealth (UNH) stake by 33% in Q4 2023, buying an estimated $327K and bringing the position to 2,468 shares worth $1.3M. The position accounts for 0.7% of the portfolio, ranked #34.

Provence Wealth Management Group first reported a position in UNH in Q4 2022 and has held it in 5 quarters since. 3,414 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

  • Provence Wealth Management Group held 2,468 shares of UnitedHealth worth $1.3M as of Q4 2023.
  • Provence Wealth Management Group bought 614 UnitedHealth shares in Q4 2023, an estimated $327K.
  • UnitedHealth made up 0.7% of Provence Wealth Management Group's portfolio in Q4 2023, its #34 holding.
  • Provence Wealth Management Group first reported a position in UnitedHealth in Q4 2022 and has held it in 5 quarters since.
  • 3,414 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.