Arbor Wealth Management’s UnitedHealth UNH Stock Holding History

Arbor Wealth Management’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
2021 Q4	$16.6M	Sell	33,132 -666	-2%	-$301K	3.65%	7
2021 Q3	$13.2M	Buy	33,798 +2,337	+7%	+$968K	3.11%	11
2021 Q2	$12.6M	Sell	31,461 -482	-2%	-$192K	3.11%	12
2021 Q1	$11.9M	Sell	31,943 -1,073	-3%	-$372K	3.51%	10
2020 Q4	$11.6M	Sell	33,016 -1,775	-5%	-$595K	4.35%	7
2020 Q3	$10.8M	Sell	34,791 -720	-2%	-$221K	4.31%	7
2020 Q2	$10.5M	Sell	35,511 -561	-2%	-$161K	4.89%	6
2020 Q1	$9M	Buy	36,072 +9,809	+37%	+$2.7M	5.72%	5
2019 Q4	$7.72M	Buy	26,263 +10,290	+64%	+$2.69M	3.23%	11
2019 Q3	$3.47M	Buy	+15,973	New	+$3.85M	1.79%	26
2016 Q1	–	Sell	-6,788	Closed	-$751K	–	122
2015 Q4	$751K	Buy	+6,788	New	+$793K	0.82%	34

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arbor Wealth Management's UNH Position: Q4 2021 in Review

Arbor Wealth Management reduced its UnitedHealth (UNH) stake by 2% in Q4 2021, selling an estimated $301K and leaving 33,132 shares worth $16.6M. The position accounts for 3.65% of the portfolio, ranked #7.

Arbor Wealth Management first reported a position in UNH in Q4 2015 and has held it in 11 quarters since. 2,902 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

Arbor Wealth Management held 33,132 shares of UnitedHealth worth $16.6M as of Q4 2021.
Arbor Wealth Management sold 666 UnitedHealth shares in Q4 2021, an estimated $301K.
UnitedHealth made up 3.65% of Arbor Wealth Management's portfolio in Q4 2021, its #7 holding.
Arbor Wealth Management first reported a position in UnitedHealth in Q4 2015 and has held it in 11 quarters since.
2,902 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Arbor Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.