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Steward Financial Group’s UnitedHealth UNH Stock Holding History

Steward Financial 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 		$854K Buy
1,695
+23
+1% +$11.3K 0.27% 27
2023
Q2 		$803K Buy
1,672
+10
+0.6% +$4.89K 0.26% 24
2023
Q1 		$785K Buy
1,662
+124
+8% +$59.8K 0.26% 21
2022
Q4 		$815K Buy
1,538
+193
+14% +$102K 0.41% 20
2022
Q3 		$679K Buy
1,345
+223
+20% +$117K 0.5% 18
2022
Q2 		$576K Sell
1,122
-131
-10% -$65.8K 0.48% 17
2022
Q1 		$639K Buy
1,253
+289
+30% +$139K 0.57% 9
2021
Q4 		$484K Buy
+964
New +$436K 0.45% 13

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Financial Group's UNH Position: Q3 2023 in Review

Steward Financial Group increased its UnitedHealth (UNH) stake by 1.4% in Q3 2023, buying an estimated $11.3K and bringing the position to 1,695 shares worth $854K. The position accounts for 0.27% of the portfolio, ranked #27.

Steward Financial Group first reported a position in UNH in Q4 2021 and has held it in 8 quarters since. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Steward Financial Group held 1,695 shares of UnitedHealth worth $854K as of Q3 2023.
  • Steward Financial Group bought 23 UnitedHealth shares in Q3 2023, an estimated $11.3K.
  • UnitedHealth made up 0.27% of Steward Financial Group's portfolio in Q3 2023, its #27 holding.
  • Steward Financial Group first reported a position in UnitedHealth in Q4 2021 and has held it in 8 quarters since.
  • 3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.