BTR Capital Management’s UnitedHealth UNH Stock Holding History

BTR 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 Q3	$21.3M	Sell	42,198 -632	-1%	-$332K	3.33%	4
2022 Q2	$22M	Buy	42,830 +37	+0.1%	+$18.6K	3.16%	5
2022 Q1	$21.8M	Sell	42,793 -352	-0.8%	-$170K	2.68%	9
2021 Q4	$21.7M	Buy	43,145 +95	+0.2%	+$43K	2.44%	11
2021 Q3	$16.8M	Buy	43,050 +43	+0.1%	+$17.8K	2.09%	17
2021 Q2	$17.2M	Buy	43,007 +170	+0.4%	+$67.8K	2.15%	16
2021 Q1	$15.9M	Buy	42,837 +3,324	+8%	+$1.15M	2.32%	15
2020 Q4	$13.9M	Buy	39,513 +137	+0.3%	+$45.9K	2.17%	14
2020 Q3	$12.3M	Sell	39,376 -487	-1%	-$150K	2.17%	16
2020 Q2	$11.8M	Sell	39,863 -74	-0.2%	-$21.2K	2.21%	17
2020 Q1	$9.96M	Buy	39,937 +855	+2%	+$235K	2.2%	15
2019 Q4	$11.5M	Buy	39,082 +354	+0.9%	+$92.6K	1.98%	17
2019 Q3	$8.42M	Buy	38,728 +4,945	+15%	+$1.19M	1.58%	21
2019 Q2	$8.24M	Buy	33,783 +1,234	+4%	+$297K	1.54%	23
2019 Q1	$8.05M	Buy	32,549 +29,789	+1,079%	+$7.6M	1.55%	24
2018 Q4	$688K	Buy	2,760 +400	+17%	+$106K	0.14%	94
2018 Q3	$628K	Buy	+2,360	New	+$614K	0.11%	103

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

BTR Capital Management's UNH Position: Q3 2022 in Review

BTR Capital Management reduced its UnitedHealth (UNH) stake by 1.5% in Q3 2022, selling an estimated $332K and leaving 42,198 shares worth $21.3M. The position accounts for 3.33% of the portfolio, ranked #4.

BTR Capital Management first reported a position in UNH in Q3 2018 and has held it in 17 quarters since. The position peaked at $22M in Q2 2022. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

BTR Capital Management held 42,198 shares of UnitedHealth worth $21.3M as of Q3 2022.
BTR Capital Management sold 632 UnitedHealth shares in Q3 2022, an estimated $332K.
UnitedHealth made up 3.33% of BTR Capital Management's portfolio in Q3 2022, its #4 holding.
BTR Capital Management first reported a position in UnitedHealth in Q3 2018 and has held it in 17 quarters since.
BTR Capital Management's UnitedHealth position peaked at $22M in Q2 2022.
2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.