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Westwood Management Corporation’s UnitedHealth UNH Stock Holding History

Westwood Management Corporation’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 		– Sell
-1,100
Closed -$555K – 50
2023
Q3 		$555K Hold
1,100
– – 0.08% 36
2023
Q2 		$529K Buy
+1,100
New +$538K 0.07% 42

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Westwood Management Corporation's UNH Position: Q4 2023 in Review

Westwood Management Corporation sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 1,100 shares — an estimated $555K sold.

Westwood Management Corporation first reported a position in UNH in Q2 2023 and held it in 2 quarters. The position peaked at $555K in Q3 2023. 3,412 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

  • Westwood Management Corporation reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
  • Westwood Management Corporation sold 1,100 UnitedHealth shares in Q4 2023, an estimated $555K.
  • Westwood Management Corporation first reported a position in UnitedHealth in Q2 2023 and held it in 2 quarters.
  • Westwood Management Corporation's UnitedHealth position peaked at $555K in Q3 2023.
  • 3,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Westwood Management Corporation's 13F filing for Q4 2023, filed 29 Jan 2024.