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Sweet Financial Partners’s UnitedHealth UNH Stock Holding History

Sweet Financial Partners’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
Q3 		$4.38M Sell
7,487
-216
-3% -$122K 0.95% 16
2024
Q2 		$3.92M Buy
7,703
+513
+7% +$251K 0.9% 17
2024
Q1 		$3.56M Buy
7,190
+536
+8% +$272K 0.82% 19
2023
Q4 		$3.5M Buy
6,654
+348
+6% +$186K 0.83% 18
2023
Q3 		$3.18M Buy
6,306
+427
+7% +$210K 0.84% 19
2023
Q2 		$2.83M Buy
5,879
+1,275
+28% +$623K 0.74% 21
2023
Q1 		$2.18M Buy
4,604
+1,651
+56% +$797K 0.6% 28
2022
Q4 		$1.57M Buy
2,953
+4
+0.1% +$2.12K 0.46% 31
2022
Q3 		$1.49M Sell
2,949
-1,164
-28% -$612K 0.47% 26
2022
Q2 		$2.11M Buy
4,113
+298
+8% +$150K 0.66% 22
2022
Q1 		$1.95M Buy
3,815
+1,728
+83% +$833K 0.52% 29
2021
Q4 		$1.05M Buy
+2,087
New +$945K 0.44% 32

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sweet Financial Partners's UNH Position: Q3 2024 in Review

Sweet Financial Partners reduced its UnitedHealth (UNH) stake by 2.8% in Q3 2024, selling an estimated $122K and leaving 7,487 shares worth $4.38M. The position accounts for 0.95% of the portfolio, ranked #16.

Sweet Financial Partners first reported a position in UNH in Q4 2021 and has held it in 12 quarters since. 3,471 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Sweet Financial Partners held 7,487 shares of UnitedHealth worth $4.38M as of Q3 2024.
  • Sweet Financial Partners sold 216 UnitedHealth shares in Q3 2024, an estimated $122K.
  • UnitedHealth made up 0.95% of Sweet Financial Partners's portfolio in Q3 2024, its #16 holding.
  • Sweet Financial Partners first reported a position in UnitedHealth in Q4 2021 and has held it in 12 quarters since.
  • 3,471 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.