Summit Financial Group’s UnitedHealth UNH Stock Holding History

Summit 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
2024 Q1	$275K	Hold	556	–	–	0.1%	167
2023 Q4	$293K	Sell	556 -45	-7%	-$24K	0.11%	158
2023 Q3	$303K	Hold	601	–	–	0.13%	144
2023 Q2	$289K	Hold	601	–	–	0.11%	155
2023 Q1	$284K	Sell	601 -50	-8%	-$24.1K	0.11%	158
2022 Q4	$345K	Hold	651	–	–	0.14%	149
2022 Q3	$329K	Hold	651	–	–	0.14%	146
2022 Q2	$334K	Sell	651 -100	-13%	-$50.2K	0.13%	149
2022 Q1	$383K	Hold	751	–	–	0.13%	144
2021 Q4	$377K	Sell	751 -100	-12%	-$45.3K	0.12%	153
2021 Q3	$332K	Hold	851	–	–	0.12%	156
2021 Q2	$341K	Sell	851 -11	-1%	-$4.39K	0.13%	151
2021 Q1	$320K	Sell	862 -15	-2%	-$5.2K	0.13%	140
2020 Q4	$307K	Hold	877	–	–	0.13%	126
2020 Q3	$273K	Hold	877	–	–	0.14%	126
2020 Q2	$259K	Hold	877	–	–	0.13%	131
2020 Q1	$219K	Hold	877	–	–	0.13%	127
2019 Q4	$258K	Buy	+877	New	+$229K	0.12%	139

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Financial Group's UNH Position: Q1 2024 in Review

Summit Financial Group held its UnitedHealth (UNH) position steady in Q1 2024 at 556 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #167.

Summit Financial Group first reported a position in UNH in Q4 2019 and has held it in 18 quarters since. The position peaked at $383K in Q1 2022. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Summit Financial Group held 556 shares of UnitedHealth worth $275K as of Q1 2024.
Summit Financial Group left its UnitedHealth share count unchanged in Q1 2024.
UnitedHealth made up 0.1% of Summit Financial Group's portfolio in Q1 2024, its #167 holding.
Summit Financial Group first reported a position in UnitedHealth in Q4 2019 and has held it in 18 quarters since.
Summit Financial Group's UnitedHealth position peaked at $383K in Q1 2022.
3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.