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Breiter Capital Management’s UnitedHealth UNH Stock Holding History

Breiter 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
2022
Q1 		$3.19M Buy
6,259
+7
+0.1% +$3.38K 1.58% 13
2021
Q4 		$3.14M Buy
6,252
+204
+3% +$92.3K 1.54% 12
2021
Q3 		$2.36M Buy
6,048
+134
+2% +$55.5K 1.35% 18
2021
Q2 		$2.37M Buy
+5,914
New +$2.36M 1.27% 19
2021
Q1 		– Sell
-5,562
Closed -$1.95M – 121
2020
Q4 		$1.95M Buy
5,562
+3,262
+142% +$1.09M 1.35% 17
2020
Q3 		$717K Hold
2,300
– – 0.59% 56
2020
Q2 		$678K Sell
2,300
-39
-2% -$11.2K 0.63% 50
2020
Q1 		$583K Sell
2,339
-46
-2% -$12.7K 0.69% 54
2019
Q4 		$701K Sell
2,385
-111
-4% -$29K 0.76% 46
2019
Q3 		$542K Sell
2,496
-237
-9% -$57.2K 0.71% 46
2019
Q2 		$667K Sell
2,733
-788
-22% -$190K 0.89% 40
2019
Q1 		$753K Buy
3,521
+334
+10% +$85.2K 1.01% 28
2018
Q4 		$794K Sell
3,187
-310
-9% -$81.9K 1.61% 24
2018
Q3 		$930K Sell
3,497
-71
-2% -$18.5K 1.18% 27
2018
Q2 		$875K Buy
3,568
+47
+1% +$11.3K 1.22% 22
2018
Q1 		$753K Buy
3,521
+708
+25% +$162K 1.02% 27
2017
Q4 		$620K Buy
+2,813
New +$596K 0.89% 40

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Breiter Capital Management's UNH Position: Q1 2022 in Review

Breiter Capital Management increased its UnitedHealth (UNH) stake by 0.11% in Q1 2022, buying an estimated $3.38K and bringing the position to 6,259 shares worth $3.19M. The position accounts for 1.58% of the portfolio, ranked #13.

Breiter Capital Management first reported a position in UNH in Q4 2017 and has held it in 17 quarters since. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • Breiter Capital Management held 6,259 shares of UnitedHealth worth $3.19M as of Q1 2022.
  • Breiter Capital Management bought 7 UnitedHealth shares in Q1 2022, an estimated $3.38K.
  • UnitedHealth made up 1.58% of Breiter Capital Management's portfolio in Q1 2022, its #13 holding.
  • Breiter Capital Management first reported a position in UnitedHealth in Q4 2017 and has held it in 17 quarters since.
  • 2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Breiter Capital Management's 13F filing for Q1 2022, filed 11 May 2022.