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Aevitas Wealth Management’s UnitedHealth UNH Stock Holding History

Aevitas Wealth Management’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
Q4 		$1.23M Buy
2,323
+3
+0.1% +$1.59K 0.73% 36
2022
Q3 		$1.17M Buy
2,320
+3
+0.1% +$1.58K 0.88% 38
2022
Q2 		$1.19M Sell
2,317
-78
-3% -$39.2K 0.81% 40
2022
Q1 		$1.22M Sell
2,395
-4
-0.2% -$1.93K 0.75% 39
2021
Q4 		$1.21M Sell
2,399
-157
-6% -$71.1K 0.72% 40
2021
Q3 		$999K Buy
2,556
+300
+13% +$124K 0.64% 45
2021
Q2 		$903K Sell
2,256
-16
-0.7% -$6.38K 0.58% 50
2021
Q1 		$845K Buy
2,272
+56
+3% +$19.4K 0.59% 49
2020
Q4 		$777K Sell
2,216
-64
-3% -$21.5K 0.57% 51
2020
Q3 		$711K Buy
2,280
+354
+18% +$109K 0.59% 48
2020
Q2 		$568K Buy
1,926
+514
+36% +$147K 0.52% 55
2020
Q1 		$352K Buy
1,412
+491
+53% +$135K 0.39% 69
2019
Q4 		$271K Buy
+921
New +$241K 0.25% 94
2019
Q2 		– Sell
-566
Closed -$140K – 324
2019
Q1 		$140K Buy
566
+1
+0.2% +$255 0.12% 122
2018
Q4 		$141K Buy
565
+1
+0.2% +$264 0.14% 117
2018
Q3 		$150K Buy
564
+101
+22% +$26.3K 0.14% 117
2018
Q2 		$114K Hold
463
– – 0.11% 130
2018
Q1 		$99K Buy
463
+1
+0.2% +$228 0.1% 134
2017
Q4 		$102K Buy
+462
New +$97.9K 0.1% 135

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aevitas Wealth Management's UNH Position: Q4 2022 in Review

Aevitas Wealth Management increased its UnitedHealth (UNH) stake by 0.13% in Q4 2022, buying an estimated $1.59K and bringing the position to 2,323 shares worth $1.23M. The position accounts for 0.73% of the portfolio, ranked #36.

Aevitas Wealth Management first reported a position in UNH in Q4 2017 and has held it in 19 quarters since. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • Aevitas Wealth Management held 2,323 shares of UnitedHealth worth $1.23M as of Q4 2022.
  • Aevitas Wealth Management bought 3 UnitedHealth shares in Q4 2022, an estimated $1.59K.
  • UnitedHealth made up 0.73% of Aevitas Wealth Management's portfolio in Q4 2022, its #36 holding.
  • Aevitas Wealth Management first reported a position in UnitedHealth in Q4 2017 and has held it in 19 quarters since.
  • 3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.