Single Point Partners’s UnitedHealth UNH Stock Holding History

Single Point 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	–	Sell	-1,016	Closed	-$488K	–	112
2023 Q2	$488K	Sell	1,016 -113	-10%	-$55.3K	0.67%	27
2023 Q1	$534K	Buy	1,129 +113	+11%	+$54.5K	0.12%	68
2022 Q4	$539K	Buy	1,016 +49	+5%	+$26K	0.13%	69
2022 Q3	$488K	Buy	967 +23	+2%	+$12.1K	0.13%	65
2022 Q2	$485K	Buy	944 +310	+49%	+$156K	0.13%	63
2022 Q1	$323K	Buy	634 +47	+8%	+$22.7K	0.08%	72
2021 Q4	$295K	Sell	587 -25	-4%	-$11.3K	0.08%	63
2021 Q3	$239K	Buy	612 +31	+5%	+$12.8K	0.52%	22
2021 Q2	$233K	Buy	+581	New	+$232K	0.08%	64
2021 Q1	–	Sell	-710	Closed	-$249K	–	96
2020 Q4	$249K	Buy	710 +68	+11%	+$22.8K	0.11%	59
2020 Q3	$200K	Buy	+642	New	+$197K	0.11%	67
2020 Q1	–	Sell	-803	Closed	-$236K	–	66
2019 Q4	$236K	Buy	+803	New	+$210K	0.14%	57

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

Single Point Partners's UNH Position: Q3 2023 in Review

Single Point Partners sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 1,016 shares — an estimated $488K sold.

Single Point Partners first reported a position in UNH in Q4 2019 and held it in 12 quarters. The position peaked at $539K in Q4 2022. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Single Point Partners reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Single Point Partners sold 1,016 UnitedHealth shares in Q3 2023, an estimated $488K.
Single Point Partners first reported a position in UnitedHealth in Q4 2019 and held it in 12 quarters.
Single Point Partners's UnitedHealth position peaked at $539K in Q4 2022.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Single Point Partners's 13F filing for Q3 2023, filed 12 Oct 2023.