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Tiedemann Advisors’s UnitedHealth UNH Stock Holding History

Tiedemann 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 		$1.62M Buy
3,218
+204
+7% +$100K 0.07% 89
2023
Q2 		$1.45M Buy
3,014
+1
+0% +$489 0.06% 93
2023
Q1 		$1.42M Buy
3,013
+19
+0.6% +$9.17K 0.06% 92
2022
Q4 		$1.59M Buy
2,994
+66
+2% +$35K 0.08% 92
2022
Q3 		$1.48M Sell
2,928
-190
-6% -$99.9K 0.09% 86
2022
Q2 		$1.6M Sell
3,118
-364
-10% -$183K 0.12% 83
2022
Q1 		$1.77M Buy
3,482
+130
+4% +$62.7K 0.09% 99
2021
Q4 		$1.68M Sell
3,352
-1
-0% -$453 0.08% 98
2021
Q3 		$1.31M Sell
3,353
-2,881
-46% -$1.19M 0.07% 114
2021
Q2 		$2.5M Sell
6,234
-148
-2% -$59K 0.1% 95
2021
Q1 		$2.37M Sell
6,382
-645
-9% -$223K 0.1% 94
2020
Q4 		$2.47M Buy
7,027
+2,904
+70% +$973K 0.12% 89
2020
Q3 		$1.29M Sell
4,123
-168
-4% -$51.6K 0.06% 154
2020
Q2 		$1.27M Buy
4,291
+343
+9% +$98.3K 0.07% 147
2020
Q1 		$985K Sell
3,948
-1,663
-30% -$458K 0.06% 154
2019
Q4 		$1.65M Sell
5,611
-3,995
-42% -$1.05M 0.08% 126
2019
Q3 		$2.09M Buy
9,606
+7,732
+413% +$1.87M 0.1% 121
2019
Q2 		$458K Sell
1,874
-13,957
-88% -$3.36M 0.02% 206
2019
Q1 		$3.91M Buy
15,831
+193
+1% +$49.2K 0.18% 85
2018
Q4 		$3.9M Buy
15,638
+14,778
+1,718% +$3.9M 0.2% 86
2018
Q3 		$229K Sell
860
-506
-37% -$132K 0.01% 286
2018
Q2 		$336K Sell
1,366
-42
-3% -$10.1K 0.02% 246
2018
Q1 		$302K Buy
1,408
+58
+4% +$13.2K 0.02% 227
2017
Q4 		$297K Sell
1,350
-2,753
-67% -$583K 0.02% 186
2017
Q3 		$644K Sell
4,103
-5,533
-57% -$1.07M 0.06% 187
2017
Q2 		$1.79M Buy
9,636
+2,112
+28% +$370K 0.13% 136
2017
Q1 		$1.23M Buy
7,524
+4,913
+188% +$805K 0.1% 160
2016
Q4 		$418K Buy
+2,611
New +$390K 0.04% 230

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

Tiedemann Advisors's UNH Position: Q3 2023 in Review

Tiedemann Advisors increased its UnitedHealth (UNH) stake by 6.8% in Q3 2023, buying an estimated $100K and bringing the position to 3,218 shares worth $1.62M. The position accounts for 0.07% of the portfolio, ranked #89.

Tiedemann Advisors first reported a position in UNH in Q4 2016 and has held it in 28 quarters since. The position peaked at $3.91M in Q1 2019. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Tiedemann Advisors held 3,218 shares of UnitedHealth worth $1.62M as of Q3 2023.
  • Tiedemann Advisors bought 204 UnitedHealth shares in Q3 2023, an estimated $100K.
  • UnitedHealth made up 0.07% of Tiedemann Advisors's portfolio in Q3 2023, its #89 holding.
  • Tiedemann Advisors first reported a position in UnitedHealth in Q4 2016 and has held it in 28 quarters since.
  • Tiedemann Advisors's UnitedHealth position peaked at $3.91M in Q1 2019.
  • 3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.