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TD Ameritrade Investment Management’s UnitedHealth UNH Stock Holding History

TD Ameritrade Investment Management’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 		– Sell
-535
Closed -$257K – 459
2023
Q2 		$257K Sell
535
-53
-9% -$25.9K ﹤0.01% 149
2023
Q1 		$278K Sell
588
-121
-17% -$58.4K ﹤0.01% 152
2022
Q4 		$376K Sell
709
-256
-27% -$136K ﹤0.01% 152
2022
Q3 		$487K Sell
965
-158
-14% -$83.1K ﹤0.01% 140
2022
Q2 		$577K Sell
1,123
-257
-19% -$129K 0.01% 145
2022
Q1 		$704K Buy
1,380
+10
+0.7% +$4.82K 0.01% 153
2021
Q4 		$688K Buy
1,370
+582
+74% +$263K ﹤0.01% 157
2021
Q3 		$246K Sell
788
-368
-32% -$152K ﹤0.01% 202
2021
Q2 		$463K Buy
1,156
+319
+38% +$127K ﹤0.01% 173
2021
Q1 		$294K Hold
837
– – ﹤0.01% 192
2020
Q4 		$294K Buy
837
+49
+6% +$16.4K ﹤0.01% 192
2020
Q3 		$246K Buy
788
+144
+22% +$44.2K ﹤0.01% 202
2020
Q2 		$190K Buy
644
+17
+3% +$4.87K ﹤0.01% 209
2020
Q1 		$156K Buy
627
+16
+3% +$4.4K ﹤0.01% 212
2019
Q4 		$180K Buy
611
+283
+86% +$74K ﹤0.01% 202
2019
Q3 		$71K Buy
328
+227
+225% +$54.8K ﹤0.01% 246
2019
Q2 		$25K Buy
101
+59
+140% +$14.2K ﹤0.01% 316
2019
Q1 		$10K Sell
42
-74
-64% -$18.9K ﹤0.01% 353
2018
Q4 		$29K Buy
116
+11
+10% +$2.91K ﹤0.01% 273
2018
Q3 		$28K Buy
105
+68
+184% +$17.7K ﹤0.01% 256
2018
Q2 		$9K Buy
+37
New +$8.88K ﹤0.01% 236

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

TD Ameritrade Investment Management's UNH Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 535 shares — an estimated $257K sold.

TD Ameritrade Investment Management first reported a position in UNH in Q2 2018 and held it in 21 quarters. The position peaked at $704K in Q1 2022. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 535 UnitedHealth shares in Q3 2023, an estimated $257K.
  • TD Ameritrade Investment Management first reported a position in UnitedHealth in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's UnitedHealth position peaked at $704K in Q1 2022.
  • 3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.