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Boston Common Asset Management’s UnitedHealth UNH Stock Holding History

Boston Common Asset Management’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
2023
Q1 		– Sell
-3,374
Closed -$1.79M – 354
2022
Q4 		$1.79M Buy
3,374
+78
+2% +$41.3K 0.09% 147
2022
Q3 		$1.67M Buy
3,296
+6
+0.2% +$3.15K 0.09% 153
2022
Q2 		$1.69M Buy
3,290
+280
+9% +$141K 0.08% 155
2022
Q1 		$1.53M Sell
3,010
-352
-10% -$170K 0.07% 160
2021
Q4 		$1.69M Buy
3,362
+205
+6% +$92.8K 0.07% 155
2021
Q3 		$1.23M Buy
3,157
+15
+0.5% +$6.21K 0.05% 163
2021
Q2 		$1.26M Buy
3,142
+210
+7% +$83.7K 0.05% 161
2021
Q1 		$1.09M Buy
2,932
+12
+0.4% +$4.16K 0.07% 164
2020
Q4 		$1.02M Buy
+2,920
New +$979K 0.07% 165
2020
Q1 		– Sell
-24,773
Closed -$7.28M – 211
2019
Q4 		$7.28M Sell
24,773
-938
-4% -$245K 0.85% 45
2019
Q3 		$5.59M Buy
25,711
+29
+0.1% +$7K 0.69% 60
2019
Q2 		$6.27M Sell
25,682
-5,530
-18% -$1.33M 0.78% 46
2019
Q1 		$7.72M Buy
31,212
+5,338
+21% +$1.36M 1% 27
2018
Q4 		$6.45M Sell
25,874
-45
-0.2% -$11.9K 0.94% 34
2018
Q3 		$6.89M Sell
25,919
-3,073
-11% -$799K 0.86% 39
2018
Q2 		$7.11M Buy
28,992
+181
+0.6% +$43.5K 0.88% 42
2018
Q1 		$6.17M Buy
28,811
+773
+3% +$177K 0.73% 56
2017
Q4 		$6.18M Buy
28,038
+456
+2% +$96.6K 0.73% 56
2017
Q3 		$5.4M Sell
27,582
-345
-1% -$66.7K 0.67% 61
2017
Q2 		$5.18M Sell
27,927
-595
-2% -$104K 0.68% 60
2017
Q1 		$4.68M Buy
28,522
+164
+0.6% +$26.9K 0.64% 60
2016
Q4 		$4.54M Buy
28,358
+5,306
+23% +$793K 0.66% 57
2016
Q3 		$3.23M Buy
+23,052
New +$3.23M 0.18% 143

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Common Asset Management's UNH Position: Q1 2023 in Review

Boston Common Asset Management sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 3,374 shares — an estimated $1.79M sold.

Boston Common Asset Management first reported a position in UNH in Q3 2016 and held it in 23 quarters. The position peaked at $7.72M in Q1 2019. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

  • Boston Common Asset Management reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
  • Boston Common Asset Management sold 3,374 UnitedHealth shares in Q1 2023, an estimated $1.79M.
  • Boston Common Asset Management first reported a position in UnitedHealth in Q3 2016 and held it in 23 quarters.
  • Boston Common Asset Management's UnitedHealth position peaked at $7.72M in Q1 2019.
  • 3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Boston Common Asset Management's 13F filing for Q1 2023, filed 17 May 2023.