StrategIQ Financial Group’s UnitedHealth UNH Stock Holding History

StrategIQ 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 Q4	$470K	Buy	893 +2	+0.2%	+$1.07K	0.05%	219
2023 Q3	$449K	Buy	891 +32	+4%	+$15.7K	0.05%	219
2023 Q2	$413K	Buy	859 +2	+0.2%	+$978	0.05%	229
2023 Q1	$405K	Buy	857 +90	+12%	+$43.4K	0.05%	217
2022 Q4	$407K	Buy	767 +10	+1%	+$5.3K	0.05%	205
2022 Q3	$382K	Hold	757	–	–	0.05%	201
2022 Q2	$389K	Sell	757 -11	-1%	-$5.52K	0.05%	206
2022 Q1	$392K	Buy	768 +1	+0.1%	+$482	0.04%	221
2021 Q4	$385K	Buy	767 +67	+10%	+$30.3K	0.04%	222
2021 Q3	$274K	Hold	700	–	–	0.05%	183
2021 Q2	$280K	Hold	700	–	–	0.06%	180
2021 Q1	$260K	Hold	700	–	–	0.05%	183
2020 Q4	$245K	Buy	+700	New	+$235K	0.05%	179

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

Morgan Stanley New York $1.66T AUM 25.57% 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

StrategIQ Financial Group's UNH Position: Q4 2023 in Review

StrategIQ Financial Group increased its UnitedHealth (UNH) stake by 0.22% in Q4 2023, buying an estimated $1.07K and bringing the position to 893 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #219.

StrategIQ Financial Group first reported a position in UNH in Q4 2020 and has held it in 13 quarters since. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

StrategIQ Financial Group held 893 shares of UnitedHealth worth $470K as of Q4 2023.
StrategIQ Financial Group bought 2 UnitedHealth shares in Q4 2023, an estimated $1.07K.
UnitedHealth made up 0.05% of StrategIQ Financial Group's portfolio in Q4 2023, its #219 holding.
StrategIQ Financial Group first reported a position in UnitedHealth in Q4 2020 and has held it in 13 quarters since.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.