Burleson & Co’s UnitedHealth UNH Stock Holding History

Burleson & Co’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 Q4	$3.35M	Buy	6,310 +531	+9%	+$281K	0.83%	36
2022 Q3	$2.92M	Buy	5,779 +223	+4%	+$117K	0.63%	40
2022 Q2	$2.85M	Sell	5,556 -97	-2%	-$48.7K	0.62%	41
2022 Q1	$2.88M	Buy	5,653 +5,350	+1,766%	+$2.58M	0.46%	51
2021 Q4	$152K	Buy	303 +1	+0.3%	+$453	0.02%	154
2021 Q3	$118K	Hold	302	–	–	0.02%	158
2021 Q2	$121K	Hold	302	–	–	0.02%	157
2021 Q1	$113K	Buy	+302	New	+$105K	0.02%	151

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burleson & Co's UNH Position: Q4 2022 in Review

Burleson & Co increased its UnitedHealth (UNH) stake by 9.2% in Q4 2022, buying an estimated $281K and bringing the position to 6,310 shares worth $3.35M. The position accounts for 0.83% of the portfolio, ranked #36.

Burleson & Co first reported a position in UNH in Q1 2021 and has held it in 8 quarters since. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Burleson & Co held 6,310 shares of UnitedHealth worth $3.35M as of Q4 2022.
Burleson & Co bought 531 UnitedHealth shares in Q4 2022, an estimated $281K.
UnitedHealth made up 0.83% of Burleson & Co's portfolio in Q4 2022, its #36 holding.
Burleson & Co first reported a position in UnitedHealth in Q1 2021 and has held it in 8 quarters since.
3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.