Better Money Decisions’s UnitedHealth UNH Stock Holding History

Better Money Decisions’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	-94	Closed	-$48K	–	409
2022 Q2	$48K	Buy	+94	New	+$47.2K	0.04%	148
2021 Q4	–	Sell	-134	Closed	-$52K	–	537
2021 Q3	$52K	Hold	134	–	–	0.04%	159
2021 Q2	$54K	Hold	134	–	–	0.05%	147
2021 Q1	$50K	Buy	+134	New	+$46.4K	0.05%	129

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

Better Money Decisions's UNH Position: Q3 2022 in Review

Better Money Decisions sold out of UnitedHealth (UNH) in Q3 2022, closing a stake of 94 shares — an estimated $48K sold.

Better Money Decisions first reported a position in UNH in Q1 2021 and held it in 4 quarters. The position peaked at $54K in Q2 2021. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

Better Money Decisions reported no remaining UnitedHealth position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 94 UnitedHealth shares in Q3 2022, an estimated $48K.
Better Money Decisions first reported a position in UnitedHealth in Q1 2021 and held it in 4 quarters.
Better Money Decisions's UnitedHealth position peaked at $54K in Q2 2021.
2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.