5L
UNH icon

55I LLC’s UnitedHealth UNH Stock Holding History

55I LLC’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
2022
Q3 		$8.82M Buy
17,460
+12,087
+225% +$6.36M 0.25% 60
2022
Q2 		$2.76M Buy
5,373
+3,494
+186% +$1.75M 0.08% 149
2022
Q1 		$959K Buy
1,879
+247
+15% +$119K 0.02% 268
2021
Q4 		$820K Sell
1,632
-2,524
-61% -$1.14M 0.02% 277
2021
Q3 		$1.62M Buy
4,156
+2,944
+243% +$1.22M 0.05% 186
2021
Q2 		$485K Buy
1,212
+401
+49% +$160K 0.02% 270
2021
Q1 		$302K Sell
811
-227
-22% -$78.7K 0.02% 260
2020
Q4 		$364K Sell
1,038
-1,352
-57% -$453K 0.03% 187
2020
Q3 		$745K Buy
2,390
+928
+63% +$285K 0.07% 144
2020
Q2 		$431K Buy
+1,462
New +$419K 0.06% 156

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

55I LLC's UNH Position: Q3 2022 in Review

55I LLC increased its UnitedHealth (UNH) stake by 225% in Q3 2022, buying an estimated $6.36M and bringing the position to 17,460 shares worth $8.82M. The position accounts for 0.25% of the portfolio, ranked #60.

55I LLC first reported a position in UNH in Q2 2020 and has held it in 10 quarters since. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • 55I LLC held 17,460 shares of UnitedHealth worth $8.82M as of Q3 2022.
  • 55I LLC bought 12,087 UnitedHealth shares in Q3 2022, an estimated $6.36M.
  • UnitedHealth made up 0.25% of 55I LLC's portfolio in Q3 2022, its #60 holding.
  • 55I LLC first reported a position in UnitedHealth in Q2 2020 and has held it in 10 quarters since.
  • 2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.