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TIAA FSB’s UnitedHealth UNH Stock Holding History

TIAA FSB’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
Q2 		$56.2M Sell
117,017
-13,989
-11% -$6.84M 0.2% 67
2023
Q1 		$61.9M Buy
131,006
+2,418
+2% +$1.17M 0.23% 63
2022
Q4 		$68.2M Buy
128,588
+4,952
+4% +$2.62M 0.27% 58
2022
Q3 		$62.4M Sell
123,636
-2,258
-2% -$1.19M 0.27% 57
2022
Q2 		$64.7M Sell
125,894
-7,646
-6% -$3.84M 0.26% 58
2022
Q1 		$67.9M Sell
133,540
-5,355
-4% -$2.58M 0.24% 55
2021
Q4 		$69.5M Sell
138,895
-2,146
-2% -$971K 0.23% 56
2021
Q3 		$55.1M Buy
141,041
+7,835
+6% +$3.25M 0.19% 59
2021
Q2 		$53.3M Sell
133,206
-2,825
-2% -$1.13M 0.18% 61
2021
Q1 		$50.6M Sell
136,031
-14,258
-9% -$4.94M 0.18% 59
2020
Q4 		$52.7M Sell
150,289
-12,518
-8% -$4.2M 0.2% 58
2020
Q3 		$50.8M Buy
162,807
+1,923
+1% +$591K 0.23% 56
2020
Q2 		$47.5M Buy
160,884
+15,119
+10% +$4.33M 0.23% 53
2020
Q1 		$36.4M Buy
145,765
+13,436
+10% +$3.7M 0.21% 51
2019
Q4 		$38.9M Sell
132,329
-19,723
-13% -$5.16M 0.19% 51
2019
Q3 		$33M Sell
152,052
-35,731
-19% -$8.62M 0.17% 56
2019
Q2 		$45.8M Buy
187,783
+19,306
+11% +$4.64M 0.25% 42
2019
Q1 		$41.7M Buy
168,477
+6,126
+4% +$1.56M 0.33% 43
2018
Q4 		$40.4M Buy
162,351
+4,395
+3% +$1.16M 0.23% 48
2018
Q3 		$42M Buy
157,956
+4,280
+3% +$1.11M 0.22% 49
2018
Q2 		$37.7M Buy
153,676
+24,009
+19% +$5.76M 0.21% 48
2018
Q1 		$27.7M Buy
129,667
+513
+0.4% +$117K 0.16% 54
2017
Q4 		$28.5M Sell
129,154
-1,704
-1% -$361K 0.16% 53
2017
Q3 		$25.6M Sell
130,858
-631
-0.5% -$122K 0.16% 54
2017
Q2 		$24.4M Buy
+131,489
New +$23.1M 0.17% 57

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

TIAA FSB's UNH Position: Q2 2023 in Review

TIAA FSB reduced its UnitedHealth (UNH) stake by 11% in Q2 2023, selling an estimated $6.84M and leaving 117,017 shares worth $56.2M. The position accounts for 0.2% of the portfolio, ranked #67.

TIAA FSB first reported a position in UNH in Q2 2017 and has held it in 25 quarters since. The position peaked at $69.5M in Q4 2021. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

  • TIAA FSB held 117,017 shares of UnitedHealth worth $56.2M as of Q2 2023.
  • TIAA FSB sold 13,989 UnitedHealth shares in Q2 2023, an estimated $6.84M.
  • UnitedHealth made up 0.2% of TIAA FSB's portfolio in Q2 2023, its #67 holding.
  • TIAA FSB first reported a position in UnitedHealth in Q2 2017 and has held it in 25 quarters since.
  • TIAA FSB's UnitedHealth position peaked at $69.5M in Q4 2021.
  • 3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.