Virtus ETF Advisers’s UnitedHealth UNH Stock Holding History

Virtus ETF Advisers’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	-1,585	Closed	-$762K	–	478
2023 Q2	$762K	Sell	1,585 -242	-13%	-$118K	0.45%	85
2023 Q1	$863K	Buy	1,827 +382	+26%	+$184K	0.48%	71
2022 Q4	$766K	Buy	1,445 +145	+11%	+$76.8K	0.4%	95
2022 Q3	$657K	Sell	1,300 -98	-7%	-$51.5K	0.26%	138
2022 Q2	$718K	Buy	+1,398	New	+$702K	0.27%	111
2020 Q3	–	Sell	-201	Closed	-$59K	–	423
2020 Q2	$59K	Sell	201 -62	-24%	-$17.8K	0.03%	337
2020 Q1	$66K	Buy	263 +42	+19%	+$11.6K	0.03%	297
2019 Q4	$65K	Buy	+221	New	+$57.8K	0.01%	295
2018 Q4	–	Sell	-167	Closed	-$44K	–	382
2018 Q3	$44K	Buy	+167	New	+$43.4K	﹤0.01%	221

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

Virtus ETF Advisers's UNH Position: Q3 2023 in Review

Virtus ETF Advisers sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 1,585 shares — an estimated $762K sold.

Virtus ETF Advisers first reported a position in UNH in Q3 2018 and held it in 9 quarters. The position peaked at $863K in Q1 2023. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Virtus ETF Advisers reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Virtus ETF Advisers sold 1,585 UnitedHealth shares in Q3 2023, an estimated $762K.
Virtus ETF Advisers first reported a position in UnitedHealth in Q3 2018 and held it in 9 quarters.
Virtus ETF Advisers's UnitedHealth position peaked at $863K in Q1 2023.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Virtus ETF Advisers's 13F filing for Q3 2023, filed 7 Nov 2023.