Autus Asset Management’s UnitedHealth UNH Stock Holding History

Autus Asset 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
2022 Q4	$8.27M	Sell	15,595 -411	-3%	-$218K	1.49%	24
2022 Q3	$8.08M	Buy	16,006 +170	+1%	+$89.4K	1.55%	19
2022 Q2	$8.13M	Buy	15,836 +173	+1%	+$86.9K	1.45%	22
2022 Q1	$7.99M	Sell	15,663 -2,995	-16%	-$1.44M	1.2%	30
2021 Q4	$9.37M	Buy	18,658 +634	+4%	+$287K	0.94%	45
2021 Q3	$7.04M	Buy	18,024 +483	+3%	+$200K	0.77%	52
2021 Q2	$7.03M	Buy	17,541 +1,559	+10%	+$622K	0.77%	53
2021 Q1	$5.95M	Buy	15,982 +11,391	+248%	+$3.95M	0.7%	58
2020 Q4	$1.61M	Buy	+4,591	New	+$1.54M	0.21%	78

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Autus Asset Management's UNH Position: Q4 2022 in Review

Autus Asset Management reduced its UnitedHealth (UNH) stake by 2.6% in Q4 2022, selling an estimated $218K and leaving 15,595 shares worth $8.27M. The position accounts for 1.49% of the portfolio, ranked #24.

Autus Asset Management first reported a position in UNH in Q4 2020 and has held it in 9 quarters since. The position peaked at $9.37M in Q4 2021. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Autus Asset Management held 15,595 shares of UnitedHealth worth $8.27M as of Q4 2022.
Autus Asset Management sold 411 UnitedHealth shares in Q4 2022, an estimated $218K.
UnitedHealth made up 1.49% of Autus Asset Management's portfolio in Q4 2022, its #24 holding.
Autus Asset Management first reported a position in UnitedHealth in Q4 2020 and has held it in 9 quarters since.
Autus Asset Management's UnitedHealth position peaked at $9.37M in Q4 2021.
3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.