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Sutton Wealth Advisors’s UnitedHealth UNH Stock Holding History

Sutton Wealth 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
Q3 		$624K Buy
1,237
+35
+3% +$17.2K 0.31% 57
2023
Q2 		$578K Buy
1,202
+7
+0.6% +$3.42K 0.28% 61
2023
Q1 		$565K Sell
1,195
-1,244
-51% -$600K 0.3% 59
2022
Q4 		$1.29M Sell
2,439
-21
-0.9% -$11.1K 0.49% 38
2022
Q3 		$1.24M Sell
2,460
-164
-6% -$86.2K 0.51% 37
2022
Q2 		$1.35M Buy
2,624
+69
+3% +$34.7K 0.54% 37
2022
Q1 		$1.3M Buy
2,555
+71
+3% +$34.2K 0.45% 43
2021
Q4 		$1.25M Buy
2,484
+3
+0.1% +$1.36K 0.42% 45
2021
Q3 		$969K Buy
2,481
+6
+0.2% +$2.48K 0.36% 48
2021
Q2 		$991K Buy
2,475
+30
+1% +$12K 0.36% 47
2021
Q1 		$910K Buy
2,445
+25
+1% +$8.66K 0.36% 51
2020
Q4 		$849K Buy
2,420
+51
+2% +$17.1K 0.36% 47
2020
Q3 		$739K Sell
2,369
-19
-0.8% -$5.84K 0.36% 49
2020
Q2 		$704K Buy
2,388
+134
+6% +$38.4K 0.37% 47
2020
Q1 		$562K Buy
2,254
+140
+7% +$38.5K 0.35% 52
2019
Q4 		$621K Sell
2,114
-9
-0.4% -$2.35K 0.32% 57
2019
Q3 		$461K Hold
2,123
– – 0.26% 68
2019
Q2 		$518K Buy
2,123
+2
+0.1% +$481 0.3% 56
2019
Q1 		$524K Buy
2,121
+12
+0.6% +$3.06K 0.31% 54
2018
Q4 		$525K Buy
2,109
+90
+4% +$23.8K 0.34% 51
2018
Q3 		$537K Hold
2,019
– – 0.35% 48
2018
Q2 		$495K Hold
2,019
– – 0.34% 49
2018
Q1 		$432K Hold
2,019
– – 0.31% 57
2017
Q4 		$445K Sell
2,019
-128
-6% -$27.1K 0.33% 56
2017
Q3 		$420K Hold
2,147
– – 0.32% 57
2017
Q2 		$398K Sell
2,147
-104
-5% -$18.2K 0.32% 57
2017
Q1 		$369K Buy
2,251
+139
+7% +$22.8K 0.31% 58
2016
Q4 		$338K Sell
2,112
-12
-0.6% -$1.79K 0.3% 58
2016
Q3 		$297K Hold
2,124
– – 0.27% 65
2016
Q2 		$300K Hold
2,124
– – 0.28% 68
2016
Q1 		$274K Buy
+2,124
New +$251K 0.26% 69

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

Sutton Wealth Advisors's UNH Position: Q3 2023 in Review

Sutton Wealth Advisors increased its UnitedHealth (UNH) stake by 2.9% in Q3 2023, buying an estimated $17.2K and bringing the position to 1,237 shares worth $624K. The position accounts for 0.31% of the portfolio, ranked #57.

Sutton Wealth Advisors first reported a position in UNH in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.35M in Q2 2022. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Sutton Wealth Advisors held 1,237 shares of UnitedHealth worth $624K as of Q3 2023.
  • Sutton Wealth Advisors bought 35 UnitedHealth shares in Q3 2023, an estimated $17.2K.
  • UnitedHealth made up 0.31% of Sutton Wealth Advisors's portfolio in Q3 2023, its #57 holding.
  • Sutton Wealth Advisors first reported a position in UnitedHealth in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's UnitedHealth position peaked at $1.35M in Q2 2022.
  • 3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.