Syntax Advisors’s UnitedHealth UNH Stock Holding History

Syntax 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	$275K	Buy	546 +21	+4%	+$10.3K	0.24%	91
2023 Q2	$252K	Sell	525 -64	-11%	-$31.3K	0.2%	115
2023 Q1	$278K	Buy	589 +78	+15%	+$37.6K	0.21%	90
2022 Q4	$271K	Sell	511 -48	-9%	-$25.4K	0.23%	91
2022 Q3	$282K	Sell	559 -2	-0.4%	-$1.05K	0.24%	86
2022 Q2	$288K	Buy	561 +23	+4%	+$11.6K	0.24%	87
2022 Q1	$274K	Sell	538 -233	-30%	-$112K	0.23%	99
2021 Q4	$387K	Buy	+771	New	+$349K	0.29%	65

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

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

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

Syntax Advisors's UNH Position: Q3 2023 in Review

Syntax Advisors increased its UnitedHealth (UNH) stake by 4% in Q3 2023, buying an estimated $10.3K and bringing the position to 546 shares worth $275K. The position accounts for 0.24% of the portfolio, ranked #91.

Syntax Advisors first reported a position in UNH in Q4 2021 and has held it in 8 quarters since. The position peaked at $387K in Q4 2021. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Syntax Advisors held 546 shares of UnitedHealth worth $275K as of Q3 2023.
Syntax Advisors bought 21 UnitedHealth shares in Q3 2023, an estimated $10.3K.
UnitedHealth made up 0.24% of Syntax Advisors's portfolio in Q3 2023, its #91 holding.
Syntax Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's UnitedHealth position peaked at $387K in Q4 2021.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.