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AM Investment Strategies’s UnitedHealth UNH Stock Holding History

AM Investment Strategies’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
-2,098
Closed -$1.08M – 99
2022
Q2 		$1.08M Buy
2,098
+2
+0.1% +$1K 0.38% 42
2022
Q1 		$1.07M Buy
2,096
+104
+5% +$50.2K 0.28% 45
2021
Q4 		$1M Buy
1,992
+14
+0.7% +$6.34K 0.24% 50
2021
Q3 		$773K Buy
1,978
+50
+3% +$20.7K 0.2% 59
2021
Q2 		$772K Buy
1,928
+2
+0.1% +$797 0.2% 58
2021
Q1 		$717K Buy
+1,926
New +$667K 0.2% 55

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

AM Investment Strategies's UNH Position: Q3 2022 in Review

AM Investment Strategies sold out of UnitedHealth (UNH) in Q3 2022, closing a stake of 2,098 shares — an estimated $1.08M sold.

AM Investment Strategies first reported a position in UNH in Q1 2021 and held it in 6 quarters. The position peaked at $1.08M in Q2 2022. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • AM Investment Strategies reported no remaining UnitedHealth position as of Q3 2022 after selling out during the quarter.
  • AM Investment Strategies sold 2,098 UnitedHealth shares in Q3 2022, an estimated $1.08M.
  • AM Investment Strategies first reported a position in UnitedHealth in Q1 2021 and held it in 6 quarters.
  • AM Investment Strategies's UnitedHealth position peaked at $1.08M in Q2 2022.
  • 2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on AM Investment Strategies's 13F filing for Q3 2022, filed 7 Nov 2022.