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A.D. Beadell Investment Counsel’s UnitedHealth UNH Stock Holding History

A.D. Beadell Investment Counsel’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 		– Sell
-411
Closed -$211K – 79
2022
Q2 		$211K Sell
411
-75
-15% -$37.7K 0.18% 74
2022
Q1 		$247K Hold
486
– – 0.16% 82
2021
Q4 		$244K Buy
+486
New +$220K 0.15% 85

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

A.D. Beadell Investment Counsel's UNH Position: Q3 2022 in Review

A.D. Beadell Investment Counsel sold out of UnitedHealth (UNH) in Q3 2022, closing a stake of 411 shares — an estimated $211K sold.

A.D. Beadell Investment Counsel first reported a position in UNH in Q4 2021 and held it in 3 quarters. The position peaked at $247K in Q1 2022. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • A.D. Beadell Investment Counsel reported no remaining UnitedHealth position as of Q3 2022 after selling out during the quarter.
  • A.D. Beadell Investment Counsel sold 411 UnitedHealth shares in Q3 2022, an estimated $211K.
  • A.D. Beadell Investment Counsel first reported a position in UnitedHealth in Q4 2021 and held it in 3 quarters.
  • A.D. Beadell Investment Counsel's UnitedHealth position peaked at $247K in Q1 2022.
  • 2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on A.D. Beadell Investment Counsel's 13F filing for Q3 2022, filed 13 Oct 2022.