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Western Financial Corp’s UnitedHealth UNH Stock Holding History

Western Financial Corp’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
2024
Q2 		– Sell
-2,005
Closed -$992K – 124
2024
Q1 		$992K Sell
2,005
-539
-21% -$274K 0.61% 47
2023
Q4 		$1.34M Buy
2,544
+839
+49% +$447K 0.9% 21
2023
Q3 		$860K Sell
1,705
-136
-7% -$66.9K 0.63% 30
2023
Q2 		$885K Sell
1,841
-14
-0.8% -$6.85K 0.6% 36
2023
Q1 		$877K Sell
1,855
-518
-22% -$250K 0.62% 30
2022
Q4 		$1.26M Buy
2,373
+331
+16% +$175K 0.82% 20
2022
Q3 		$1.03M Buy
2,042
+1,396
+216% +$734K 0.72% 26
2022
Q2 		$332K Buy
646
+227
+54% +$114K 0.24% 84
2022
Q1 		$214K Buy
+419
New +$202K 0.12% 91
2021
Q1 		– Sell
-1,736
Closed -$608K – 96
2020
Q4 		$608K Buy
+1,736
New +$582K 0.4% 40

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Financial Corp's UNH Position: Q2 2024 in Review

Western Financial Corp sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 2,005 shares — an estimated $992K sold.

Western Financial Corp first reported a position in UNH in Q4 2020 and held it in 10 quarters. The position peaked at $1.34M in Q4 2023. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Western Financial Corp reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Western Financial Corp sold 2,005 UnitedHealth shares in Q2 2024, an estimated $992K.
  • Western Financial Corp first reported a position in UnitedHealth in Q4 2020 and held it in 10 quarters.
  • Western Financial Corp's UnitedHealth position peaked at $1.34M in Q4 2023.
  • 3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Western Financial Corp's 13F filing for Q2 2024, filed 19 Jul 2024.