RE Dickinson Investment Advisors’s UnitedHealth UNH Stock Holding History

RE Dickinson Investment 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
2023 Q2	–	Sell	-15	Closed	-$7K	–	412
2023 Q1	$7K	Buy	+15	New	+$7.24K	﹤0.01%	289
2022 Q3	–	Sell	-14	Closed	-$7	–	289
2022 Q2	$7	Hold	14	–	–	﹤0.01%	185
2022 Q1	$7K	Hold	14	–	–	﹤0.01%	199
2021 Q4	$7K	Buy	+14	New	+$6.34K	0.01%	197

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

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

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

RE Dickinson Investment Advisors's UNH Position: Q2 2023 in Review

RE Dickinson Investment Advisors sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 15 shares — an estimated $7K sold.

RE Dickinson Investment Advisors first reported a position in UNH in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2023. 3,129 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

RE Dickinson Investment Advisors reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
RE Dickinson Investment Advisors sold 15 UnitedHealth shares in Q2 2023, an estimated $7K.
RE Dickinson Investment Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 4 quarters.
RE Dickinson Investment Advisors's UnitedHealth position peaked at $7K in Q1 2023.
3,129 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.