Brightworth’s UnitedHealth UNH Stock Holding History

Brightworth’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 Q3	$726K	Sell	1,437 -6	-0.4%	-$3.15K	0.08%	79
2022 Q2	$741K	Buy	1,443 +72	+5%	+$36.2K	0.08%	82
2022 Q1	$699K	Sell	1,371 -221	-14%	-$107K	0.07%	80
2021 Q4	$799K	Buy	1,592 +106	+7%	+$48K	0.07%	73
2021 Q3	$580K	Buy	1,486 +38	+3%	+$15.7K	0.05%	74
2021 Q2	$580K	Buy	1,448 +13	+0.9%	+$5.18K	0.05%	67
2021 Q1	$534K	Buy	1,435 +228	+19%	+$79K	0.05%	69
2020 Q4	$423K	Buy	1,207 +287	+31%	+$96.2K	0.04%	73
2020 Q3	$287K	Buy	+920	New	+$283K	0.03%	75
2017 Q1	–	Sell	-1,423	Closed	-$228K	–	45
2016 Q4	$228K	Buy	+1,423	New	+$213K	0.13%	33

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brightworth's UNH Position: Q3 2022 in Review

Brightworth reduced its UnitedHealth (UNH) stake by 0.42% in Q3 2022, selling an estimated $3.15K and leaving 1,437 shares worth $726K. The position accounts for 0.08% of the portfolio, ranked #79.

Brightworth first reported a position in UNH in Q4 2016 and has held it in 10 quarters since. The position peaked at $799K in Q4 2021. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

Brightworth held 1,437 shares of UnitedHealth worth $726K as of Q3 2022.
Brightworth sold 6 UnitedHealth shares in Q3 2022, an estimated $3.15K.
UnitedHealth made up 0.08% of Brightworth's portfolio in Q3 2022, its #79 holding.
Brightworth first reported a position in UnitedHealth in Q4 2016 and has held it in 10 quarters since.
Brightworth's UnitedHealth position peaked at $799K in Q4 2021.
2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.