Baron Financial Group’s UnitedHealth UNH Stock Holding History

Baron 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
2022 Q3	–	Sell	-255	Closed	-$131K	–	184
2022 Q2	$131K	Sell	255 -25	-9%	-$12.6K	0.09%	52
2022 Q1	$143K	Sell	280 -25	-8%	-$12.1K	0.08%	54
2021 Q4	$153K	Hold	305	–	–	0.09%	55
2021 Q3	$119K	Hold	305	–	–	0.07%	60
2021 Q2	$122K	Hold	305	–	–	0.08%	60
2021 Q1	$113K	Sell	305 -18	-6%	-$6.24K	0.08%	61
2020 Q4	$113K	Hold	323	–	–	0.09%	59
2020 Q3	$101K	Buy	+323	New	+$99.2K	0.09%	60

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Baron Financial Group's UNH Position: Q3 2022 in Review

Baron Financial Group sold out of UnitedHealth (UNH) in Q3 2022, closing a stake of 255 shares — an estimated $131K sold.

Baron Financial Group first reported a position in UNH in Q3 2020 and held it in 8 quarters. The position peaked at $153K in Q4 2021. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

Baron Financial Group reported no remaining UnitedHealth position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 255 UnitedHealth shares in Q3 2022, an estimated $131K.
Baron Financial Group first reported a position in UnitedHealth in Q3 2020 and held it in 8 quarters.
Baron Financial Group's UnitedHealth position peaked at $153K in Q4 2021.
2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.