Retirement Group’s UnitedHealth UNH Stock Holding History

Retirement 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 Q1	$80.6K	Buy	163 +29	+22%	+$14.7K	0.03%	185
2023 Q4	$70.5K	Sell	134 -12	-8%	-$6.4K	0.03%	184
2023 Q3	$73.6K	Hold	146	–	–	0.03%	169
2023 Q2	$70.2K	Hold	146	–	–	0.03%	169
2023 Q1	$69K	Hold	146	–	–	0.03%	166
2022 Q4	$77K	Hold	146	–	–	0.04%	143
2022 Q3	$74K	Sell	146 -177	-55%	-$93.1K	0.06%	98
2022 Q2	$166K	Sell	323 -9	-3%	-$4.52K	0.07%	118
2022 Q1	$169K	Buy	332 +21	+7%	+$10.1K	0.07%	126
2021 Q4	$156K	Buy	311 +304	+4,343%	+$138K	0.07%	135
2021 Q3	$3K	Hold	7	–	–	﹤0.01%	500
2021 Q2	$3K	Hold	7	–	–	﹤0.01%	546
2021 Q1	$3K	Hold	7	–	–	﹤0.01%	611
2020 Q4	$2K	Hold	7	–	–	﹤0.01%	587
2020 Q3	$2K	Hold	7	–	–	﹤0.01%	576
2020 Q2	$2K	Buy	+7	New	+$2.01K	﹤0.01%	560
2019 Q4	$2K	Buy	+7	New	+$1.83K	﹤0.01%	556

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

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

Retirement Group's UNH Position: Q1 2024 in Review

Retirement Group increased its UnitedHealth (UNH) stake by 22% in Q1 2024, buying an estimated $14.7K and bringing the position to 163 shares worth $80.6K. The position accounts for 0.03% of the portfolio, ranked #185.

Retirement Group first reported a position in UNH in Q4 2019 and has held it in 17 quarters since. The position peaked at $169K in Q1 2022. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Retirement Group held 163 shares of UnitedHealth worth $80.6K as of Q1 2024.
Retirement Group bought 29 UnitedHealth shares in Q1 2024, an estimated $14.7K.
UnitedHealth made up 0.03% of Retirement Group's portfolio in Q1 2024, its #185 holding.
Retirement Group first reported a position in UnitedHealth in Q4 2019 and has held it in 17 quarters since.
Retirement Group's UnitedHealth position peaked at $169K in Q1 2022.
3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.