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Rollins Financial’s UnitedHealth UNH Stock Holding History

Rollins Financial’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 		– Sell
-428
Closed -$216K – 112
2023
Q3 		$216K Buy
+428
New +$211K 0.05% 101
2023
Q1 		– Sell
-422
Closed -$224K – 133
2022
Q4 		$224K Buy
+422
New +$224K 0.08% 106
2022
Q3 		– Sell
-434
Closed -$223K – 114
2022
Q2 		$223K Buy
+434
New +$218K 0.08% 104

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rollins Financial's UNH Position: Q4 2023 in Review

Rollins Financial sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 428 shares — an estimated $216K sold.

Rollins Financial first reported a position in UNH in Q2 2022 and held it in 3 quarters. The position peaked at $224K in Q4 2022. 3,417 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

  • Rollins Financial reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
  • Rollins Financial sold 428 UnitedHealth shares in Q4 2023, an estimated $216K.
  • Rollins Financial first reported a position in UnitedHealth in Q2 2022 and held it in 3 quarters.
  • Rollins Financial's UnitedHealth position peaked at $224K in Q4 2022.
  • 3,417 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Rollins Financial's 13F filing for Q4 2023, filed 6 Feb 2024.