American Research & Management Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $43K | Sell |
85
-10
| -11% | -$5.26K | 0.01% | 203 |
|
|
2022
Q2 | $49K | Hold |
95
| – | – | 0.01% | 200 |
|
|
2022
Q1 | $48K | Hold |
95
| – | – | 0.01% | 210 |
|
|
2021
Q4 | $48K | Hold |
95
| – | – | 0.01% | 210 |
|
|
2021
Q3 | $37K | Hold |
95
| – | – | 0.01% | 224 |
|
|
2021
Q2 | $38K | Hold |
95
| – | – | 0.01% | 225 |
|
|
2021
Q1 | $35K | Sell |
95
-50
| -34% | -$17.3K | 0.01% | 217 |
|
|
2020
Q4 | $51K | Sell |
145
-17
| -10% | -$5.7K | 0.01% | 200 |
|
|
2020
Q3 | $51K | Buy |
162
+20
| +14% | +$6.14K | 0.01% | 182 |
|
|
2020
Q2 | $42K | Buy |
142
+17
| +14% | +$4.87K | 0.01% | 192 |
|
|
2020
Q1 | $31K | Hold |
125
| – | – | 0.01% | 198 |
|
|
2019
Q4 | $37K | Hold |
125
| – | – | 0.01% | 205 |
|
|
2019
Q3 | $27K | Hold |
125
| – | – | 0.01% | 232 |
|
|
2019
Q2 | $31K | Sell |
125
-25
| -17% | -$6.01K | 0.01% | 231 |
|
|
2019
Q1 | $37K | Hold |
150
| – | – | 0.01% | 236 |
|
|
2018
Q4 | $37K | Hold |
150
| – | – | 0.01% | 193 |
|
|
2018
Q3 | $40K | Hold |
150
| – | – | 0.01% | 203 |
|
|
2018
Q2 | $37K | Hold |
150
| – | – | 0.01% | 193 |
|
|
2018
Q1 | $32K | Hold |
150
| – | – | 0.01% | 213 |
|
|
2017
Q4 | $33K | Hold |
150
| – | – | 0.01% | 227 |
|
|
2017
Q3 | $29K | Hold |
150
| – | – | 0.01% | 210 |
|
|
2017
Q2 | $28K | Hold |
150
| – | – | 0.01% | 205 |
|
|
2017
Q1 | $25K | Sell |
150
-25
| -14% | -$4.09K | 0.01% | 203 |
|
|
2016
Q4 | $28K | Hold |
175
| – | – | 0.01% | 214 |
|
|
2016
Q3 | $25K | Hold |
175
| – | – | 0.01% | 222 |
|
|
2016
Q2 | $25K | Hold |
175
| – | – | 0.01% | 210 |
|
|
2016
Q1 | $23K | Sell |
175
-25
| -13% | -$2.96K | 0.01% | 216 |
|
|
2015
Q4 | $24K | Hold |
200
| – | – | 0.01% | 216 |
|
|
2015
Q3 | $23K | Hold |
200
| – | – | 0.01% | 225 |
|
|
2015
Q2 | $24K | Hold |
200
| – | – | 0.01% | 231 |
|
|
2015
Q1 | $24K | Hold |
200
| – | – | 0.01% | 224 |
|
|
2014
Q4 | $20K | Hold |
200
| – | – | 0.01% | 236 |
|
|
2014
Q3 | $17K | Hold |
200
| – | – | 0.01% | 255 |
|
|
2014
Q2 | $16K | Hold |
200
| – | – | 0.01% | 264 |
|
|
2014
Q1 | $16K | Hold |
200
| – | – | 0.01% | 269 |
|
|
2013
Q4 | $15K | Hold |
200
| – | – | 0.01% | 267 |
|
|
2013
Q3 | $14K | Hold |
200
| – | – | 0.01% | 261 |
|
|
2013
Q2 | $13K | Buy |
+200
| New | +$12.4K | 0.01% | 265 |
|
Other funds holding UNH
American Research & Management Company's UNH Position: Q3 2022 in Review
American Research & Management Company reduced its UnitedHealth (UNH) stake by 11% in Q3 2022, selling an estimated $5.26K and leaving 85 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #203.
American Research & Management Company first reported a position in UNH in Q2 2013 and has held it in 38 quarters since. The position peaked at $51K in Q4 2020. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.
- American Research & Management Company held 85 shares of UnitedHealth worth $43K as of Q3 2022.
- American Research & Management Company sold 10 UnitedHealth shares in Q3 2022, an estimated $5.26K.
- UnitedHealth made up 0.01% of American Research & Management Company's portfolio in Q3 2022, its #203 holding.
- American Research & Management Company first reported a position in UnitedHealth in Q2 2013 and has held it in 38 quarters since.
- American Research & Management Company's UnitedHealth position peaked at $51K in Q4 2020.
- 2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.
Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.