Seven Springs Wealth Group’s UnitedHealth UNH Stock Holding History

Seven Springs Wealth 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
2023 Q3	–	Sell	-1,261	Closed	-$606K	–	64
2023 Q2	$606K	Hold	1,261	–	–	0.29%	36
2023 Q1	$596K	Hold	1,261	–	–	0.29%	35
2022 Q4	$669K	Sell	1,261 -479	-28%	-$254K	0.32%	32
2022 Q3	$879K	Buy	1,740 +100	+6%	+$52.6K	0.48%	27
2022 Q2	$842K	Hold	1,640	–	–	0.42%	28
2022 Q1	$836K	Hold	1,640	–	–	0.4%	31
2021 Q4	$824K	Sell	1,640 -904	-36%	-$409K	0.38%	32
2021 Q3	$994K	Hold	2,544	–	–	0.49%	24
2021 Q2	$1.02M	Buy	2,544 +940	+59%	+$375K	0.44%	25
2021 Q1	$597K	Sell	1,604 -18	-1%	-$6.24K	0.28%	33
2020 Q4	$569K	Buy	1,622 +18	+1%	+$6.03K	0.29%	30
2020 Q3	$500K	Hold	1,604	–	–	0.31%	29
2020 Q2	$473K	Hold	1,604	–	–	0.3%	26
2020 Q1	$400K	Sell	1,604 -864	-35%	-$238K	0.28%	29
2019 Q4	$726K	Buy	+2,468	New	+$646K	0.49%	22

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

Seven Springs Wealth Group's UNH Position: Q3 2023 in Review

Seven Springs Wealth Group sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 1,261 shares — an estimated $606K sold.

Seven Springs Wealth Group first reported a position in UNH in Q4 2019 and held it in 15 quarters. The position peaked at $1.02M in Q2 2021. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Seven Springs Wealth Group reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Seven Springs Wealth Group sold 1,261 UnitedHealth shares in Q3 2023, an estimated $606K.
Seven Springs Wealth Group first reported a position in UnitedHealth in Q4 2019 and held it in 15 quarters.
Seven Springs Wealth Group's UnitedHealth position peaked at $1.02M in Q2 2021.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Seven Springs Wealth Group's 13F filing for Q3 2023, filed 8 Nov 2023.