Bruderman Asset Management’s UnitedHealth UNH Stock Holding History

Bruderman 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
2022 Q2	$982K	Buy	1,911 +325	+20%	+$163K	1.76%	22
2022 Q1	$812K	Buy	1,586 +1,039	+190%	+$501K	1.23%	32
2021 Q4	$276K	Hold	547	–	–	0.21%	83
2021 Q3	$214K	Hold	547	–	–	0.05%	120
2021 Q2	$219K	Sell	547 -197	-26%	-$78.6K	0.07%	83
2021 Q1	$277K	Buy	+744	New	+$258K	0.08%	96
2020 Q1	–	Sell	-812	Closed	-$238K	–	102
2019 Q4	$238K	Buy	+812	New	+$212K	0.07%	90
2019 Q2	–	Sell	-1,796	Closed	-$444K	–	539
2019 Q1	$444K	Sell	1,796 -124	-6%	-$31.6K	0.1%	98
2018 Q4	$478K	Buy	1,920 +1,296	+208%	+$342K	0.12%	86
2018 Q3	$166K	Hold	624	–	–	0.04%	114
2018 Q2	$153K	Hold	624	–	–	0.04%	128
2018 Q1	$134K	Buy	+624	New	+$143K	0.03%	145
2017 Q3	–	Sell	-616	Closed	-$114K	–	304
2017 Q2	$114K	Buy	+616	New	+$108K	0.03%	145
2017 Q1	–	Sell	-616	Closed	-$99K	–	304
2016 Q4	$99K	Sell	616 -294	-32%	-$43.9K	0.03%	152
2016 Q3	$127K	Buy	910 +294	+48%	+$41.2K	0.04%	146
2016 Q2	$87K	Buy	616 +45	+8%	+$6K	0.03%	168
2016 Q1	$74K	Buy	571 +100	+21%	+$11.8K	0.03%	171
2015 Q4	$55K	Sell	471 -87	-16%	-$10.2K	0.02%	200
2015 Q3	$65K	Buy	558 +1	+0.2%	+$120	0.03%	186
2015 Q2	$68K	Hold	557	–	–	0.03%	190
2015 Q1	$66K	Buy	+557	New	+$61.9K	0.03%	188

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Bruderman Asset Management's UNH Position: Q2 2022 in Review

Bruderman Asset Management increased its UnitedHealth (UNH) stake by 20% in Q2 2022, buying an estimated $163K and bringing the position to 1,911 shares worth $982K. The position accounts for 1.76% of the portfolio, ranked #22.

Bruderman Asset Management first reported a position in UNH in Q1 2015 and has held it in 21 quarters since. 2,958 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Bruderman Asset Management held 1,911 shares of UnitedHealth worth $982K as of Q2 2022.
Bruderman Asset Management bought 325 UnitedHealth shares in Q2 2022, an estimated $163K.
UnitedHealth made up 1.76% of Bruderman Asset Management's portfolio in Q2 2022, its #22 holding.
Bruderman Asset Management first reported a position in UnitedHealth in Q1 2015 and has held it in 21 quarters since.
2,958 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

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