Bickling Financial Services’s UnitedHealth UNH Stock Holding History

Bickling Financial Services’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 Q4	$389K	Buy	733 +2	+0.3%	+$1.06K	0.24%	71
2022 Q3	$370K	Buy	731 +2	+0.3%	+$1.05K	0.25%	73
2022 Q2	$375K	Buy	729 +13	+2%	+$6.53K	0.24%	80
2022 Q1	$365K	Buy	716 +1	+0.1%	+$482	0.19%	90
2021 Q4	$359K	Buy	715 +2	+0.3%	+$905	0.17%	93
2021 Q3	$279K	Buy	713 +3	+0.4%	+$1.24K	0.14%	95
2021 Q2	$285K	Buy	710 +1	+0.1%	+$399	0.13%	102
2021 Q1	$264K	Buy	709 +2	+0.3%	+$693	0.13%	94
2020 Q4	$248K	Buy	+707	New	+$237K	0.15%	81

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bickling Financial Services's UNH Position: Q4 2022 in Review

Bickling Financial Services increased its UnitedHealth (UNH) stake by 0.27% in Q4 2022, buying an estimated $1.06K and bringing the position to 733 shares worth $389K. The position accounts for 0.24% of the portfolio, ranked #71.

Bickling Financial Services first reported a position in UNH in Q4 2020 and has held it in 9 quarters since. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Bickling Financial Services held 733 shares of UnitedHealth worth $389K as of Q4 2022.
Bickling Financial Services bought 2 UnitedHealth shares in Q4 2022, an estimated $1.06K.
UnitedHealth made up 0.24% of Bickling Financial Services's portfolio in Q4 2022, its #71 holding.
Bickling Financial Services first reported a position in UnitedHealth in Q4 2020 and has held it in 9 quarters since.
3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.