Corbett Road Capital Management’s UnitedHealth UNH Stock Holding History

Corbett Road 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 Q2	$406K	Sell	790 -492	-38%	-$247K	0.69%	55
2022 Q1	$654K	Buy	1,282 +232	+22%	+$112K	0.84%	24
2021 Q4	$527K	Sell	1,050 -112	-10%	-$50.7K	0.9%	39
2021 Q3	$454K	Buy	1,162 +86	+8%	+$35.6K	0.79%	49
2021 Q2	$431K	Sell	1,076 -139	-11%	-$55.4K	0.76%	53
2021 Q1	$452K	Sell	1,215 -150	-11%	-$52K	0.67%	65
2020 Q4	$479K	Sell	1,365 -118	-8%	-$39.6K	0.44%	66
2020 Q3	$463K	Buy	1,483 +97	+7%	+$29.8K	0.44%	61
2020 Q2	$408K	Buy	1,386 +231	+20%	+$66.2K	0.39%	62
2020 Q1	$288K	Buy	+1,155	New	+$318K	0.41%	42

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Corbett Road Capital Management's UNH Position: Q2 2022 in Review

Corbett Road Capital Management reduced its UnitedHealth (UNH) stake by 38% in Q2 2022, selling an estimated $247K and leaving 790 shares worth $406K. The position accounts for 0.69% of the portfolio, ranked #55.

Corbett Road Capital Management first reported a position in UNH in Q1 2020 and has held it in 10 quarters since. The position peaked at $654K in Q1 2022. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Corbett Road Capital Management held 790 shares of UnitedHealth worth $406K as of Q2 2022.
Corbett Road Capital Management sold 492 UnitedHealth shares in Q2 2022, an estimated $247K.
UnitedHealth made up 0.69% of Corbett Road Capital Management's portfolio in Q2 2022, its #55 holding.
Corbett Road Capital Management first reported a position in UnitedHealth in Q1 2020 and has held it in 10 quarters since.
Corbett Road Capital Management's UnitedHealth position peaked at $654K in Q1 2022.
2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Corbett Road Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.