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Beecher Investors’s UnitedHealth UNH Stock Holding History

Beecher Investors’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 		$5.54M Sell
10,965
-3,650
-25% -$1.92M 9.1% 4
2022
Q2 		$7.51M Sell
14,615
-200
-1% -$100K 10.86% 3
2022
Q1 		$7.55M Sell
14,815
-400
-3% -$193K 8.75% 5
2021
Q4 		$7.64M Buy
+15,215
New +$6.89M 9.26% 5

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Beecher Investors's UNH Position: Q3 2022 in Review

Beecher Investors reduced its UnitedHealth (UNH) stake by 25% in Q3 2022, selling an estimated $1.92M and leaving 10,965 shares worth $5.54M. The position accounts for 9.1% of the portfolio, ranked #4.

Beecher Investors first reported a position in UNH in Q4 2021 and has held it in 4 quarters since. The position peaked at $7.64M in Q4 2021. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • Beecher Investors held 10,965 shares of UnitedHealth worth $5.54M as of Q3 2022.
  • Beecher Investors sold 3,650 UnitedHealth shares in Q3 2022, an estimated $1.92M.
  • UnitedHealth made up 9.1% of Beecher Investors's portfolio in Q3 2022, its #4 holding.
  • Beecher Investors first reported a position in UnitedHealth in Q4 2021 and has held it in 4 quarters since.
  • Beecher Investors's UnitedHealth position peaked at $7.64M in Q4 2021.
  • 2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Beecher Investors's 13F filing for Q3 2022, filed 10 Nov 2022.