Schubert & Co’s UnitedHealth UNH Stock Holding History

Schubert & Co’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	-17	Closed	-$8.04K	–	1442
2023 Q1	$8.04K	Sell	17 -6	-26%	-$2.9K	0.01%	274
2022 Q4	$12.2K	Buy	23 +5	+28%	+$2.65K	0.01%	188
2022 Q3	$9K	Buy	18 +2	+13%	+$1.05K	0.01%	222
2022 Q2	$8K	Hold	16	–	–	0.01%	219
2022 Q1	$8K	Buy	16 +3	+23%	+$1.45K	0.01%	126
2021 Q4	$7K	Buy	+13	New	+$5.88K	0.01%	112

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

Schubert & Co's UNH Position: Q2 2023 in Review

Schubert & Co sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 17 shares — an estimated $8.04K sold.

Schubert & Co first reported a position in UNH in Q4 2021 and held it in 6 quarters. The position peaked at $12.2K in Q4 2022. 3,129 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Schubert & Co reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 17 UnitedHealth shares in Q2 2023, an estimated $8.04K.
Schubert & Co first reported a position in UnitedHealth in Q4 2021 and held it in 6 quarters.
Schubert & Co's UnitedHealth position peaked at $12.2K in Q4 2022.
3,129 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.