Scott Investment Partners’s UnitedHealth UNH Stock Holding History

Scott Investment Partners’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 Q3	$1.76M	Hold	3,500	–	–	4.06%	3
2023 Q2	$1.68M	Hold	3,500	–	–	3.78%	3
2023 Q1	$1.65M	Hold	3,500	–	–	3.81%	3
2022 Q4	$1.86M	Hold	3,500	–	–	4.48%	2
2022 Q3	$1.77M	Hold	3,500	–	–	4.75%	1
2022 Q2	$1.8M	Hold	3,500	–	–	1.2%	27
2022 Q1	$1.78M	Hold	3,500	–	–	1.07%	26
2021 Q4	$1.76M	Hold	3,500	–	–	1.1%	26
2021 Q3	$1.37M	Hold	3,500	–	–	0.94%	27
2021 Q2	$1.4M	Hold	3,500	–	–	0.98%	27
2021 Q1	$1.3M	Hold	3,500	–	–	0.96%	27
2020 Q4	$1.23M	Buy	+3,500	New	+$1.17M	0.97%	27

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

Scott Investment Partners's UNH Position: Q3 2023 in Review

Scott Investment Partners held its UnitedHealth (UNH) position steady in Q3 2023 at 3,500 shares worth $1.76M. The position accounts for 4.06% of the portfolio, ranked #3.

Scott Investment Partners first reported a position in UNH in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.86M in Q4 2022. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Scott Investment Partners held 3,500 shares of UnitedHealth worth $1.76M as of Q3 2023.
Scott Investment Partners left its UnitedHealth share count unchanged in Q3 2023.
UnitedHealth made up 4.06% of Scott Investment Partners's portfolio in Q3 2023, its #3 holding.
Scott Investment Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 12 quarters since.
Scott Investment Partners's UnitedHealth position peaked at $1.86M in Q4 2022.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Scott Investment Partners's 13F filing for Q3 2023, filed 1 Nov 2023.