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B. Riley Wealth Management’s UnitedHealth UNH Stock Holding History

B. Riley 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
2022
Q2 		$40.5K Sell
17,857
-2,748
-13% -$1.38M ﹤0.01% 671
2022
Q1 		$10.5M Sell
20,605
-1,996
-9% -$963K 0.81% 27
2021
Q4 		$11.3M Buy
22,601
+811
+4% +$367K 0.79% 26
2021
Q3 		$8.51M Buy
21,790
+1,650
+8% +$683K 0.65% 36
2021
Q2 		$8.06M Sell
20,140
-81
-0.4% -$32.3K 0.89% 28
2021
Q1 		$7.52M Buy
20,221
+1,011
+5% +$350K 0.88% 31
2020
Q4 		$6.74M Sell
19,210
-1,998
-9% -$670K 0.87% 30
2020
Q3 		$6.61M Buy
21,208
+2,951
+16% +$906K 0.78% 34
2020
Q2 		$5.38M Sell
18,257
-2,191
-11% -$628K 0.59% 45
2020
Q1 		$5.1M Buy
20,448
+17,512
+596% +$4.82M 0.54% 50
2019
Q4 		$863K Sell
2,936
-6,233
-68% -$1.63M 0.13% 160
2019
Q3 		$1.99M Sell
9,169
-399
-4% -$96.3K 0.35% 70
2019
Q2 		$2.33M Buy
9,568
+254
+3% +$61.1K 0.36% 57
2019
Q1 		$2.3M Buy
9,314
+2,263
+32% +$577K 0.4% 57
2018
Q4 		$1.76M Buy
7,051
+5,366
+318% +$1.42M 0.37% 63
2018
Q3 		$448K Buy
+1,685
New +$438K 0.11% 158
2015
Q3 		– Sell
-883
Closed -$107K – 713
2015
Q2 		$107K Buy
883
+187
+27% +$22.1K 0.09% 262
2015
Q1 		$82K Buy
696
+221
+47% +$24.5K 0.06% 327
2014
Q4 		$48K Sell
475
-100
-17% -$9.48K 0.04% 404
2014
Q3 		$49K Sell
575
-100
-15% -$8.45K 0.04% 415
2014
Q2 		$55K Sell
675
-40
-6% -$3.15K 0.04% 449
2014
Q1 		$59K Buy
+715
New +$53.8K 0.04% 414

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

B. Riley Wealth Management's UNH Position: Q2 2022 in Review

B. Riley Wealth Management reduced its UnitedHealth (UNH) stake by 13% in Q2 2022, selling an estimated $1.38M and leaving 17,857 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

B. Riley Wealth Management first reported a position in UNH in Q1 2014 and has held it in 22 quarters since. The position peaked at $11.3M in Q4 2021. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

  • B. Riley Wealth Management held 17,857 shares of UnitedHealth worth $40.5K as of Q2 2022.
  • B. Riley Wealth Management sold 2,748 UnitedHealth shares in Q2 2022, an estimated $1.38M.
  • UnitedHealth made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #671 holding.
  • B. Riley Wealth Management first reported a position in UnitedHealth in Q1 2014 and has held it in 22 quarters since.
  • B. Riley Wealth Management's UnitedHealth position peaked at $11.3M in Q4 2021.
  • 2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.