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AGF Investments LLC’s UnitedHealth UNH Stock Holding History

AGF Investments 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 		– Sell
-236
Closed -$121K – 402
2022
Q2 		$121K Sell
236
-532
-69% -$267K 0.01% 252
2022
Q1 		$392K Buy
768
+488
+174% +$235K 0.03% 262
2021
Q4 		$141K Sell
280
-2,427
-90% -$1.1M 0.01% 307
2021
Q3 		$1.06M Buy
2,707
+866
+47% +$359K 0.1% 26
2021
Q2 		$737K Buy
1,841
+1,701
+1,215% +$678K 0.08% 64
2021
Q1 		$52K Sell
140
-63
-31% -$21.8K 0.01% 319
2020
Q4 		$71K Buy
+203
New +$68K 0.01% 316
2020
Q2 		– Sell
-2,774
Closed -$692K – 701
2020
Q1 		$692K Sell
2,774
-997
-26% -$274K 0.09% 185
2019
Q4 		$1.11M Sell
3,771
-161
-4% -$42.1K 0.21% 135
2019
Q3 		$855K Sell
3,932
-1,041
-21% -$251K 0.2% 123
2019
Q2 		$1.21M Sell
4,973
-7,278
-59% -$1.75M 0.25% 114
2019
Q1 		$3.03M Buy
12,251
+2,407
+24% +$614K 0.68% 47
2018
Q4 		$2.45M Sell
9,844
-430
-4% -$114K 0.34% 72
2018
Q3 		$2.73M Sell
10,274
-738
-7% -$192K 0.35% 72
2018
Q2 		$2.7K Buy
11,012
+6,034
+121% +$1.45M 0.31% 82
2018
Q1 		$1.06M Buy
+4,978
New +$1.14M 0.18% 107
2017
Q4 		– Sell
-50
Closed -$10K – 820
2017
Q3 		$10K Sell
50
-6
-11% -$1.16K ﹤0.01% 572
2017
Q2 		$10K Sell
56
-6
-10% -$1.05K ﹤0.01% 547
2017
Q1 		$11K Hold
62
– – ﹤0.01% 462
2016
Q4 		$11K Buy
+62
New +$9.26K ﹤0.01% 539

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

AGF Investments LLC's UNH Position: Q3 2022 in Review

AGF Investments LLC sold out of UnitedHealth (UNH) in Q3 2022, closing a stake of 236 shares — an estimated $121K sold.

AGF Investments LLC first reported a position in UNH in Q4 2016 and held it in 20 quarters. The position peaked at $3.03M in Q1 2019. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • AGF Investments LLC reported no remaining UnitedHealth position as of Q3 2022 after selling out during the quarter.
  • AGF Investments LLC sold 236 UnitedHealth shares in Q3 2022, an estimated $121K.
  • AGF Investments LLC first reported a position in UnitedHealth in Q4 2016 and held it in 20 quarters.
  • AGF Investments LLC's UnitedHealth position peaked at $3.03M in Q1 2019.
  • 2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.