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Applied Research Investments’s UnitedHealth UNH Stock Holding History

Applied Research Investments’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 		$280K Sell
554
-1,201
-68% -$632K 5.65% 6
2022
Q2 		$901K Buy
+1,755
New +$881K 3.98% 8

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

Applied Research Investments's UNH Position: Q3 2022 in Review

Applied Research Investments reduced its UnitedHealth (UNH) stake by 68% in Q3 2022, selling an estimated $632K and leaving 554 shares worth $280K. The position accounts for 5.65% of the portfolio, ranked #6.

Applied Research Investments first reported a position in UNH in Q2 2022 and has held it in 2 quarters since. The position peaked at $901K in Q2 2022. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • Applied Research Investments held 554 shares of UnitedHealth worth $280K as of Q3 2022.
  • Applied Research Investments sold 1,201 UnitedHealth shares in Q3 2022, an estimated $632K.
  • UnitedHealth made up 5.65% of Applied Research Investments's portfolio in Q3 2022, its #6 holding.
  • Applied Research Investments first reported a position in UnitedHealth in Q2 2022 and has held it in 2 quarters since.
  • Applied Research Investments's UnitedHealth position peaked at $901K in Q2 2022.
  • 2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Applied Research Investments's 13F filing for Q3 2022, filed 14 Nov 2022.