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TRUADVICE’s UnitedHealth UNH Stock Holding History

TRUADVICE’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 		$219K Buy
+405
New +$199K 0.09% 218
2021
Q3 		– Sell
-833
Closed -$346K – 273
2021
Q2 		$346K Buy
+833
New +$332K 0.08% 220
2021
Q1 		– Sell
-2,863
Closed -$953K – 321
2020
Q4 		$953K Buy
2,863
+693
+32% +$232K 0.29% 86
2020
Q3 		$701K Buy
+2,170
New +$667K 0.29% 87

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

TRUADVICE's UNH Position: Q3 2023 in Review

TRUADVICE opened a new position in UnitedHealth (UNH) in Q3 2023: 405 shares worth $219K. The stake represents 0.09% of the portfolio and ranks #218 among its holdings. This is a return to the name: TRUADVICE previously reported a position in UNH as recently as Q2 2021.

TRUADVICE first reported a position in UNH in Q3 2020 and has held it in 4 quarters since. The position peaked at $953K in Q4 2020. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • TRUADVICE held 405 shares of UnitedHealth worth $219K as of Q3 2023.
  • UnitedHealth was a new TRUADVICE position in Q3 2023.
  • UnitedHealth made up 0.09% of TRUADVICE's portfolio in Q3 2023, its #218 holding.
  • TRUADVICE first reported a position in UnitedHealth in Q3 2020 and has held it in 4 quarters since.
  • TRUADVICE's UnitedHealth position peaked at $953K in Q4 2020.
  • 3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.