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Brainard Capital Management’s UnitedHealth UNH Stock Holding History

Brainard Capital 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
-487
Closed -$258K – 112
2022
Q4 		$258K Buy
+487
New +$258K 0.22% 66

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brainard Capital Management's UNH Position: Q1 2023 in Review

Brainard Capital Management sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 487 shares — an estimated $258K sold.

Brainard Capital Management first reported a position in UNH in Q4 2022 and held it in 1 quarter. The position peaked at $258K in Q4 2022. 3,111 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

  • Brainard Capital Management reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
  • Brainard Capital Management sold 487 UnitedHealth shares in Q1 2023, an estimated $258K.
  • Brainard Capital Management first reported a position in UnitedHealth in Q4 2022 and held it in 1 quarter.
  • Brainard Capital Management's UnitedHealth position peaked at $258K in Q4 2022.
  • 3,111 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.