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AlphaSimPlex Group’s UnitedHealth UNH Stock Holding History

AlphaSimPlex Group’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 		$457K Buy
905
+131
+17% +$68.9K 4.62% 4
2022
Q2 		$398K Buy
+774
New +$389K 2.84% 6
2021
Q2 		– Sell
-2,802
Closed -$1.04M – 259
2021
Q1 		$1.04M Sell
2,802
-551
-16% -$191K 0.44% 72
2020
Q4 		$1.18M Buy
3,353
+1,132
+51% +$379K 0.41% 76
2020
Q3 		$692K Buy
+2,221
New +$682K 0.31% 133

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

AlphaSimPlex Group's UNH Position: Q3 2022 in Review

AlphaSimPlex Group increased its UnitedHealth (UNH) stake by 17% in Q3 2022, buying an estimated $68.9K and bringing the position to 905 shares worth $457K. The position accounts for 4.62% of the portfolio, ranked #4.

AlphaSimPlex Group first reported a position in UNH in Q3 2020 and has held it in 5 quarters since. The position peaked at $1.18M in Q4 2020. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • AlphaSimPlex Group held 905 shares of UnitedHealth worth $457K as of Q3 2022.
  • AlphaSimPlex Group bought 131 UnitedHealth shares in Q3 2022, an estimated $68.9K.
  • UnitedHealth made up 4.62% of AlphaSimPlex Group's portfolio in Q3 2022, its #4 holding.
  • AlphaSimPlex Group first reported a position in UnitedHealth in Q3 2020 and has held it in 5 quarters since.
  • AlphaSimPlex Group's UnitedHealth position peaked at $1.18M in Q4 2020.
  • 2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on AlphaSimPlex Group's 13F filing for Q3 2022, filed 8 Nov 2022.