QT
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Quantamental Technologies’s UnitedHealth UNH Stock Holding History

Quantamental Technologies’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 		– Sell
-1,122
Closed -$539K – 578
2023
Q2 		$539K Sell
1,122
-20
-2% -$9.78K 0.22% 146
2023
Q1 		$540K Buy
+1,142
New +$551K 0.29% 106
2019
Q4 		– Sell
-1,365
Closed -$297K – 1297
2019
Q3 		$297K Sell
1,365
-271
-17% -$65.4K 0.1% 351
2019
Q2 		$399K Buy
+1,636
New +$393K 0.15% 215

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quantamental Technologies's UNH Position: Q3 2023 in Review

Quantamental Technologies sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 1,122 shares — an estimated $539K sold.

Quantamental Technologies first reported a position in UNH in Q2 2019 and held it in 4 quarters. The position peaked at $540K in Q1 2023. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Quantamental Technologies reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
  • Quantamental Technologies sold 1,122 UnitedHealth shares in Q3 2023, an estimated $539K.
  • Quantamental Technologies first reported a position in UnitedHealth in Q2 2019 and held it in 4 quarters.
  • Quantamental Technologies's UnitedHealth position peaked at $540K in Q1 2023.
  • 3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Quantamental Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.