Veritable’s UnitedHealth UNH Stock Holding History

Veritable’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	–	Sell	-27,455	Closed	-$13.2M	–	751
2023 Q2	$13.2M	Sell	27,455 -108	-0.4%	-$52.8K	0.2%	55
2023 Q1	$13M	Buy	27,563 +748	+3%	+$361K	0.21%	54
2022 Q4	$14.2M	Buy	26,815 +477	+2%	+$253K	0.24%	49
2022 Q3	$13.3M	Sell	26,338 -6,729	-20%	-$3.54M	0.26%	45
2022 Q2	$17M	Buy	33,067 +106	+0.3%	+$53.2K	0.31%	39
2022 Q1	$16.8M	Sell	32,961 -374	-1%	-$180K	0.26%	45
2021 Q4	$16.7M	Sell	33,335 -216	-0.6%	-$97.8K	0.25%	51
2021 Q3	$13.1M	Sell	33,551 -270	-0.8%	-$112K	0.21%	56
2021 Q2	$13.5M	Buy	33,821 +249	+0.7%	+$99.3K	0.22%	57
2021 Q1	$12.5M	Buy	33,572 +121	+0.4%	+$41.9K	0.21%	57
2020 Q4	$11.7M	Sell	33,451 -4,300	-11%	-$1.44M	0.22%	59
2020 Q3	$11.8M	Buy	37,751 +103	+0.3%	+$31.6K	0.24%	53
2020 Q2	$11.1M	Sell	37,648 -2,372	-6%	-$680K	0.24%	58
2020 Q1	$9.98M	Sell	40,020 -3,376	-8%	-$929K	0.24%	57
2019 Q4	$12.8M	Buy	43,396 +447	+1%	+$117K	0.23%	60
2019 Q3	$9.33M	Buy	42,949 +760	+2%	+$183K	0.18%	76
2019 Q2	$10.3M	Buy	42,189 +1,388	+3%	+$334K	0.2%	71
2019 Q1	$10.1M	Buy	40,801 +432	+1%	+$110K	0.2%	73
2018 Q4	$10.1M	Sell	40,369 -260	-0.6%	-$68.7K	0.23%	64
2018 Q3	$10.8M	Buy	40,629 +695	+2%	+$181K	0.22%	69
2018 Q2	$9.8M	Sell	39,934 -290	-0.7%	-$69.6K	0.21%	69
2018 Q1	$8.61M	Buy	40,224 +1,133	+3%	+$259K	0.19%	76
2017 Q4	$8.62M	Sell	39,091 -2,638	-6%	-$559K	0.17%	81
2017 Q3	$8.17M	Sell	41,729 -283	-0.7%	-$54.7K	0.17%	89
2017 Q2	$7.79M	Buy	42,012 +6,454	+18%	+$1.13M	0.18%	88
2017 Q1	$5.83M	Sell	35,558 -557	-2%	-$91.2K	0.14%	103
2016 Q4	$5.78M	Sell	36,115 -2,112	-6%	-$315K	0.14%	97
2016 Q3	$5.35M	Buy	38,227 +2,361	+7%	+$331K	0.13%	108
2016 Q2	$5.06M	Buy	35,866 +1,061	+3%	+$141K	0.13%	108
2016 Q1	$4.49M	Sell	34,805 -10,312	-23%	-$1.22M	0.12%	115
2015 Q4	$5.31M	Sell	45,117 -959	-2%	-$112K	0.15%	102
2015 Q3	$5.34M	Sell	46,076 -259	-0.6%	-$31K	0.16%	94
2015 Q2	$5.65M	Sell	46,335 -13,207	-22%	-$1.56M	0.15%	101
2015 Q1	$7.04M	Sell	59,542 -792	-1%	-$88K	0.15%	116
2014 Q4	$6.1M	Sell	60,334 -1,698	-3%	-$161K	0.13%	133
2014 Q3	$5.35M	Sell	62,032 -484	-0.8%	-$40.9K	0.11%	137
2014 Q2	$5.11M	Sell	62,516 -3,919	-6%	-$308K	0.11%	140
2014 Q1	$5.45M	Sell	66,435 -968	-1%	-$72.9K	0.12%	134
2013 Q4	$5.08M	Buy	67,403 +1,860	+3%	+$134K	0.11%	138
2013 Q3	$4.69M	Buy	65,543 +8,934	+16%	+$639K	0.11%	142
2013 Q2	$3.71M	Buy	+56,609	New	+$3.52M	0.09%	160

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

Veritable's UNH Position: Q3 2023 in Review

Veritable sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 27,455 shares — an estimated $13.2M sold.

Veritable first reported a position in UNH in Q2 2013 and held it in 41 quarters. The position peaked at $17M in Q2 2022. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Veritable reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Veritable sold 27,455 UnitedHealth shares in Q3 2023, an estimated $13.2M.
Veritable first reported a position in UnitedHealth in Q2 2013 and held it in 41 quarters.
Veritable's UnitedHealth position peaked at $17M in Q2 2022.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.