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SRN Advisors’s UnitedHealth UNH Stock Holding History

SRN Advisors’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
Q4 		– Sell
-1,476
Closed -$744K – 112
2023
Q3 		$744K Buy
1,476
+28
+2% +$13.8K 0.74% 75
2023
Q2 		$696K Sell
1,448
-43
-3% -$21K 0.62% 81
2023
Q1 		$701K Sell
1,491
-30
-2% -$14.5K 0.64% 87
2022
Q4 		$806K Buy
+1,521
New +$806K 0.8% 66
2021
Q4 		– Sell
-2,935
Closed -$1.15M – 126
2021
Q3 		$1.15M Sell
2,935
-1,722
-37% -$713K 0.53% 50
2021
Q2 		$1.86M Sell
4,657
-209
-4% -$83.3K 0.63% 55
2021
Q1 		$1.81M Sell
4,866
-135
-3% -$46.8K 0.65% 56
2020
Q4 		$1.73M Buy
+5,001
New +$1.68M 0.85% 58

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SRN Advisors's UNH Position: Q4 2023 in Review

SRN Advisors sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 1,476 shares — an estimated $744K sold.

SRN Advisors first reported a position in UNH in Q4 2020 and held it in 8 quarters. The position peaked at $1.86M in Q2 2021. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

  • SRN Advisors reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
  • SRN Advisors sold 1,476 UnitedHealth shares in Q4 2023, an estimated $744K.
  • SRN Advisors first reported a position in UnitedHealth in Q4 2020 and held it in 8 quarters.
  • SRN Advisors's UnitedHealth position peaked at $1.86M in Q2 2021.
  • 3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on SRN Advisors's 13F filing for Q4 2023, filed 14 Jun 2024.