BFG
UNH icon

Barber Financial Group’s UnitedHealth UNH Stock Holding History

Barber Financial Group’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
2023
Q1 		$429K Sell
908
-48
-5% -$23.2K 0.08% 85
2022
Q4 		$507K Buy
956
+10
+1% +$5.3K 0.14% 68
2022
Q3 		$478K Buy
946
+20
+2% +$10.5K 0.14% 68
2022
Q2 		$476K Buy
926
+50
+6% +$25.1K 0.08% 73
2022
Q1 		$447K Buy
876
+11
+1% +$5.3K 0.06% 85
2021
Q4 		$434K Sell
865
-45
-5% -$20.4K 0.05% 96
2021
Q3 		$356K Buy
910
+11
+1% +$4.56K 0.05% 110
2021
Q2 		$360K Buy
899
+13
+1% +$5.18K 0.05% 106
2021
Q1 		$330K Buy
886
+115
+15% +$39.8K 0.05% 105
2020
Q4 		$270K Buy
771
+1
+0.1% +$335 0.05% 111
2020
Q3 		$240K Buy
770
+1
+0.1% +$307 0.05% 110
2020
Q2 		$227K Buy
+769
New +$220K 0.05% 106
2020
Q1 		– Sell
-840
Closed -$247K – 159
2019
Q4 		$247K Buy
+840
New +$220K 0.05% 128
2019
Q3 		– Sell
-822
Closed -$201K – 154
2019
Q2 		$201K Buy
822
+1
+0.1% +$241 0.05% 135
2019
Q1 		$203K Buy
+821
New +$209K 0.04% 126
2018
Q4 		– Sell
-800
Closed -$213K – 147
2018
Q3 		$213K Sell
800
-94
-11% -$24.4K 0.05% 123
2018
Q2 		$219K Buy
+894
New +$215K 0.06% 107
2018
Q1 		– Sell
-921
Closed -$203K – 145
2017
Q4 		$203K Sell
921
-164
-15% -$34.8K 0.05% 115
2017
Q3 		$212K Sell
1,085
-561
-34% -$108K 0.06% 98
2017
Q2 		$305K Sell
1,646
-31
-2% -$5.44K 0.1% 64
2017
Q1 		$275K Buy
1,677
+188
+13% +$30.8K 0.09% 66
2016
Q4 		$238K Buy
+1,489
New +$222K 0.09% 67

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barber Financial Group's UNH Position: Q1 2023 in Review

Barber Financial Group reduced its UnitedHealth (UNH) stake by 5% in Q1 2023, selling an estimated $23.2K and leaving 908 shares worth $429K. The position accounts for 0.08% of the portfolio, ranked #85.

Barber Financial Group first reported a position in UNH in Q4 2016 and has held it in 22 quarters since. The position peaked at $507K in Q4 2022. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

  • Barber Financial Group held 908 shares of UnitedHealth worth $429K as of Q1 2023.
  • Barber Financial Group sold 48 UnitedHealth shares in Q1 2023, an estimated $23.2K.
  • UnitedHealth made up 0.08% of Barber Financial Group's portfolio in Q1 2023, its #85 holding.
  • Barber Financial Group first reported a position in UnitedHealth in Q4 2016 and has held it in 22 quarters since.
  • Barber Financial Group's UnitedHealth position peaked at $507K in Q4 2022.
  • 3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.