Capital Directions Investment Advisors’s UnitedHealth UNH Stock Holding History

Capital Directions Investment Advisors’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	$217K	Buy	+410	New	+$217K	0.08%	57
2022 Q3	–	Sell	-518	Closed	-$272K	–	60
2022 Q2	$266K	Sell	518 -40	-7%	-$20.1K	0.09%	62
2022 Q1	$285K	Buy	558 +100	+22%	+$48.2K	0.09%	61
2021 Q4	$230K	Buy	458 +20	+5%	+$9.05K	0.07%	65
2021 Q3	$171K	Buy	438 +70	+19%	+$29K	0.05%	69
2021 Q2	$147K	Buy	+368	New	+$147K	0.04%	70
2021 Q1	–	Sell	-368	Closed	-$129K	–	342
2020 Q4	$129K	Hold	368	–	–	0.04%	71
2020 Q3	$115K	Hold	368	–	–	0.04%	71
2020 Q2	$109K	Hold	368	–	–	0.04%	72
2020 Q1	$92K	Hold	368	–	–	0.04%	77
2019 Q4	$108K	Hold	368	–	–	0.03%	86
2019 Q3	$80K	Buy	+368	New	+$88.8K	0.03%	96

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

Capital Directions Investment Advisors's UNH Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in UnitedHealth (UNH) in Q4 2022: 410 shares worth $217K. The stake represents 0.08% of the portfolio and ranks #57 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in UNH as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in UNH in Q3 2019 and has held it in 12 quarters since. The position peaked at $285K in Q1 2022. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Capital Directions Investment Advisors held 410 shares of UnitedHealth worth $217K as of Q4 2022.
UnitedHealth was a new Capital Directions Investment Advisors position in Q4 2022.
UnitedHealth made up 0.08% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #57 holding.
Capital Directions Investment Advisors first reported a position in UnitedHealth in Q3 2019 and has held it in 12 quarters since.
Capital Directions Investment Advisors's UnitedHealth position peaked at $285K in Q1 2022.
3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.