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Boenning & Scattergood’s UnitedHealth UNH Stock Holding History

Boenning & Scattergood’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 		$3.77M Buy
7,403
+1,416
+24% +$750K 0.61% 37
2022
Q3 		$3.02M Sell
5,987
-1,416
-19% -$745K 0.62% 39
2022
Q2 		$3.8M Hold
7,403
– – 0.72% 34
2022
Q1 		$3.77M Buy
7,403
+120
+2% +$57.9K 0.61% 37
2021
Q4 		$3.66M Sell
7,283
-49
-0.7% -$22.2K 0.58% 40
2021
Q3 		$2.87M Buy
7,332
+36
+0.5% +$14.9K 0.5% 48
2021
Q2 		$2.92M Sell
7,296
-75
-1% -$29.9K 0.51% 46
2021
Q1 		$2.74M Buy
7,371
+11
+0.1% +$3.81K 0.52% 51
2020
Q4 		$2.58M Buy
7,360
+49
+0.7% +$16.4K 0.55% 46
2020
Q3 		$2.28M Sell
7,311
-57
-0.8% -$17.5K 0.55% 45
2020
Q2 		$2.17M Buy
7,368
+1,236
+20% +$354K 0.58% 44
2020
Q1 		$1.53M Buy
6,132
+2,502
+69% +$689K 0.53% 47
2019
Q4 		$1.07M Buy
3,630
+2,188
+152% +$572K 0.28% 99
2019
Q3 		$313K Sell
1,442
-16
-1% -$3.86K 0.09% 217
2019
Q2 		$356K Buy
1,458
+262
+22% +$63K 0.1% 207
2019
Q1 		$296K Buy
+1,196
New +$305K 0.09% 223

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boenning & Scattergood's UNH Position: Q4 2022 in Review

Boenning & Scattergood increased its UnitedHealth (UNH) stake by 24% in Q4 2022, buying an estimated $750K and bringing the position to 7,403 shares worth $3.77M. The position accounts for 0.61% of the portfolio, ranked #37.

Boenning & Scattergood first reported a position in UNH in Q1 2019 and has held it in 16 quarters since. The position peaked at $3.8M in Q2 2022. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • Boenning & Scattergood held 7,403 shares of UnitedHealth worth $3.77M as of Q4 2022.
  • Boenning & Scattergood bought 1,416 UnitedHealth shares in Q4 2022, an estimated $750K.
  • UnitedHealth made up 0.61% of Boenning & Scattergood's portfolio in Q4 2022, its #37 holding.
  • Boenning & Scattergood first reported a position in UnitedHealth in Q1 2019 and has held it in 16 quarters since.
  • Boenning & Scattergood's UnitedHealth position peaked at $3.8M in Q2 2022.
  • 3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Boenning & Scattergood's 13F filing for Q4 2022, filed 26 Jan 2023.