TimeScale Financial’s UnitedHealth UNH Stock Holding History

TimeScale Financial’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	$6.25K	Hold	13	–	–	﹤0.01%	405
2023 Q1	$6.14K	Sell	13 -36	-73%	-$17.4K	﹤0.01%	395
2022 Q4	$24.7K	Hold	49	–	–	0.01%	212
2022 Q3	$25K	Buy	49 +36	+277%	+$18.9K	0.01%	212
2022 Q2	$7K	Hold	13	–	–	﹤0.01%	334
2022 Q1	$7K	Buy	+13	New	+$6.27K	﹤0.01%	353
2021 Q2	–	Sell	-15	Closed	-$6K	–	560
2021 Q1	$6K	Buy	+15	New	+$5.2K	﹤0.01%	370
2020 Q3	–	Sell	-115	Closed	-$34K	–	509
2020 Q2	$34K	Hold	115	–	–	0.01%	174
2020 Q1	$28K	Sell	115 -56	-33%	-$15.4K	0.01%	176
2019 Q4	$50K	Sell	171 -15	-8%	-$3.92K	0.01%	175
2019 Q3	$40K	Hold	186	–	–	0.01%	199
2019 Q2	$45K	Buy	+186	New	+$44.7K	0.02%	192

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

TimeScale Financial's UNH Position: Q2 2023 in Review

TimeScale Financial held its UnitedHealth (UNH) position steady in Q2 2023 at 13 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

TimeScale Financial first reported a position in UNH in Q2 2019 and has held it in 12 quarters since. The position peaked at $50K in Q4 2019. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

TimeScale Financial held 13 shares of UnitedHealth worth $6.25K as of Q2 2023.
TimeScale Financial left its UnitedHealth share count unchanged in Q2 2023.
UnitedHealth made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #405 holding.
TimeScale Financial first reported a position in UnitedHealth in Q2 2019 and has held it in 12 quarters since.
TimeScale Financial's UnitedHealth position peaked at $50K in Q4 2019.
3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.