Sabadell Asset Management’s UnitedHealth UNH Stock Holding History

Sabadell Asset Management’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	$1.99M	Hold	4,162	–	–	0.41%	53
2023 Q1	$2.12M	Hold	4,162	–	–	0.45%	57
2022 Q4	$2.05M	Buy	4,162 +32	+0.8%	+$17K	0.43%	63
2022 Q3	$2.18M	Hold	4,130	–	–	0.48%	52
2022 Q2	$2.08M	Buy	4,130 +361	+10%	+$181K	0.44%	56
2022 Q1	$2.02M	Hold	3,769	–	–	0.35%	70
2021 Q4	$1.76M	Hold	3,769	–	–	0.28%	74
2021 Q3	$1.47M	Sell	3,769 -491	-12%	-$203K	0.25%	80
2021 Q2	$1.71M	Buy	+4,260	New	+$1.7M	0.29%	75

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

Sabadell Asset Management's UNH Position: Q2 2023 in Review

Sabadell Asset Management held its UnitedHealth (UNH) position steady in Q2 2023 at 4,162 shares worth $1.99M. The position accounts for 0.41% of the portfolio, ranked #53.

Sabadell Asset Management first reported a position in UNH in Q2 2021 and has held it in 9 quarters since. The position peaked at $2.18M in Q3 2022. 3,129 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Sabadell Asset Management held 4,162 shares of UnitedHealth worth $1.99M as of Q2 2023.
Sabadell Asset Management left its UnitedHealth share count unchanged in Q2 2023.
UnitedHealth made up 0.41% of Sabadell Asset Management's portfolio in Q2 2023, its #53 holding.
Sabadell Asset Management first reported a position in UnitedHealth in Q2 2021 and has held it in 9 quarters since.
Sabadell Asset Management's UnitedHealth position peaked at $2.18M in Q3 2022.
3,129 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Sabadell Asset Management's 13F filing for Q2 2023, filed 23 Jan 2024.