Traverso Chambers Private Wealth Management’s UnitedHealth UNH Stock Holding History

Traverso Chambers Private Wealth 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 Q4	$237K	Sell	450 -11	-2%	-$5.87K	0.06%	113
2023 Q3	$233K	Buy	461 +14	+3%	+$6.89K	0.06%	104
2023 Q2	$215K	Hold	447	–	–	0.06%	111
2023 Q1	$211K	Buy	447 +63	+16%	+$30.4K	0.06%	111
2022 Q4	$204K	Buy	+384	New	+$203K	0.06%	106

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Traverso Chambers Private Wealth Management's UNH Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its UnitedHealth (UNH) stake by 2.4% in Q4 2023, selling an estimated $5.87K and leaving 450 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #113.

Traverso Chambers Private Wealth Management first reported a position in UNH in Q4 2022 and has held it in 5 quarters since. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Traverso Chambers Private Wealth Management held 450 shares of UnitedHealth worth $237K as of Q4 2023.
Traverso Chambers Private Wealth Management sold 11 UnitedHealth shares in Q4 2023, an estimated $5.87K.
UnitedHealth made up 0.06% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #113 holding.
Traverso Chambers Private Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 5 quarters since.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.