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Brookmont Capital Management’s UnitedHealth UNH Stock Holding History

Brookmont 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
Q2 		– Sell
-543
Closed -$277K – 56
2022
Q1 		$277K Hold
543
– – 0.17% 48
2021
Q4 		$273K Buy
+543
New +$246K 0.14% 52
2021
Q3 		– Sell
-522
Closed -$209K – 58
2021
Q2 		$209K Sell
522
-35
-6% -$14K 0.13% 52
2021
Q1 		$207K Buy
+557
New +$193K 0.13% 51
2020
Q2 		– Sell
-1,200
Closed -$299K – 58
2020
Q1 		$299K Sell
1,200
-402
-25% -$111K 0.24% 49
2019
Q4 		$471K Sell
1,602
-315
-16% -$82.4K 0.28% 50
2019
Q3 		$417K Buy
1,917
+27
+1% +$6.51K 0.24% 56
2019
Q2 		$461K Hold
1,890
– – 0.28% 52
2019
Q1 		$467K Hold
1,890
– – 0.29% 52
2018
Q4 		$471K Buy
1,890
+59
+3% +$15.6K 0.32% 50
2018
Q3 		$487K Sell
1,831
-115
-6% -$29.9K 0.29% 53
2018
Q2 		$477K Buy
1,946
+257
+15% +$61.7K 0.3% 51
2018
Q1 		$361K Sell
1,689
-49
-3% -$11.2K 0.24% 53
2017
Q4 		$383K Buy
1,738
+121
+7% +$25.6K 0.17% 52
2017
Q3 		$317K Buy
1,617
+386
+31% +$74.6K 0.17% 55
2017
Q2 		$228K Buy
+1,231
New +$216K 0.09% 54

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

Brookmont Capital Management's UNH Position: Q2 2022 in Review

Brookmont Capital Management sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 543 shares — an estimated $277K sold.

Brookmont Capital Management first reported a position in UNH in Q2 2017 and held it in 16 quarters. The position peaked at $487K in Q3 2018. 2,958 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

  • Brookmont Capital Management reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
  • Brookmont Capital Management sold 543 UnitedHealth shares in Q2 2022, an estimated $277K.
  • Brookmont Capital Management first reported a position in UnitedHealth in Q2 2017 and held it in 16 quarters.
  • Brookmont Capital Management's UnitedHealth position peaked at $487K in Q3 2018.
  • 2,958 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Brookmont Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.