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Capital One Financial’s UnitedHealth UNH Stock Holding History

Capital One Financial’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
Q1 		– Sell
-1,811
Closed -$910K – 170
2021
Q4 		$910K Sell
1,811
-3
-0.2% -$1.36K 0.11% 83
2021
Q3 		$709K Buy
1,814
+59
+3% +$24.4K 0.09% 93
2021
Q2 		$703K Buy
1,755
+78
+5% +$31.1K 0.09% 98
2021
Q1 		$624K Sell
1,677
-29
-2% -$10K 0.08% 100
2020
Q4 		$598K Sell
1,706
-641
-27% -$215K 0.08% 105
2020
Q3 		$732K Buy
2,347
+160
+7% +$49.1K 0.09% 129
2020
Q2 		$645K Buy
2,187
+2
+0.1% +$573 0.09% 161
2020
Q1 		$545K Buy
+2,185
New +$601K 0.09% 177

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital One Financial's UNH Position: Q1 2022 in Review

Capital One Financial sold out of UnitedHealth (UNH) in Q1 2022, closing a stake of 1,811 shares — an estimated $910K sold.

Capital One Financial first reported a position in UNH in Q1 2020 and held it in 8 quarters. The position peaked at $910K in Q4 2021. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • Capital One Financial reported no remaining UnitedHealth position as of Q1 2022 after selling out during the quarter.
  • Capital One Financial sold 1,811 UnitedHealth shares in Q1 2022, an estimated $910K.
  • Capital One Financial first reported a position in UnitedHealth in Q1 2020 and held it in 8 quarters.
  • Capital One Financial's UnitedHealth position peaked at $910K in Q4 2021.
  • 2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Capital One Financial's 13F filing for Q1 2022, filed 13 Apr 2022.