BC
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Barnett & Company’s UnitedHealth UNH Stock Holding History

Barnett & Company’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
Q1 		– Sell
-30
Closed -$15K – 251
2021
Q4 		$15K Buy
+30
New +$13.6K 0.01% 172
2021
Q3 		– Sell
-20
Closed -$8K – 247
2021
Q2 		$8K Hold
20
– – 0.01% 202
2021
Q1 		$7K Hold
20
– – ﹤0.01% 253
2020
Q4 		$7K Hold
20
– – ﹤0.01% 251
2020
Q3 		$6K Sell
20
-75
-79% -$23K ﹤0.01% 255
2020
Q2 		$28K Hold
95
– – 0.02% 165
2020
Q1 		$24K Sell
95
-21
-18% -$5.78K 0.02% 177
2019
Q4 		$34K Buy
116
+20
+21% +$5.23K 0.02% 200
2019
Q3 		$21K Buy
96
+21
+28% +$5.07K 0.01% 220
2019
Q2 		$18K Buy
+75
New +$18K 0.01% 220

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
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

Barnett & Company's UNH Position: Q1 2022 in Review

Barnett & Company sold out of UnitedHealth (UNH) in Q1 2022, closing a stake of 30 shares — an estimated $15K sold.

Barnett & Company first reported a position in UNH in Q2 2019 and held it in 10 quarters. The position peaked at $34K in Q4 2019. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • Barnett & Company reported no remaining UnitedHealth position as of Q1 2022 after selling out during the quarter.
  • Barnett & Company sold 30 UnitedHealth shares in Q1 2022, an estimated $15K.
  • Barnett & Company first reported a position in UnitedHealth in Q2 2019 and held it in 10 quarters.
  • Barnett & Company's UnitedHealth position peaked at $34K in Q4 2019.
  • 2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Barnett & Company's 13F filing for Q1 2022, filed 28 Apr 2022.