Cordasco Financial Network’s UnitedHealth UNH Stock Holding History

Cordasco Financial Network’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	$224K	Hold	436	–	–	0.16%	83
2022 Q1	$222K	Hold	436	–	–	0.14%	83
2021 Q4	$219K	Buy	436 +90	+26%	+$40.7K	0.14%	87
2021 Q3	$135K	Hold	346	–	–	0.09%	108
2021 Q2	$139K	Hold	346	–	–	0.1%	109
2021 Q1	$129K	Sell	346 -114	-25%	-$39.5K	0.09%	108
2020 Q4	$161K	Hold	460	–	–	0.13%	82
2020 Q3	$143K	Hold	460	–	–	0.12%	91
2020 Q2	$136K	Buy	460 +250	+119%	+$71.6K	0.13%	89
2020 Q1	$52K	Buy	210 +114	+119%	+$31.4K	0.06%	124
2019 Q4	$28K	Hold	96	–	–	0.02%	185
2019 Q3	$21K	Hold	96	–	–	0.02%	209
2019 Q2	$23K	Hold	96	–	–	0.02%	203
2019 Q1	$24K	Hold	96	–	–	0.02%	214
2018 Q4	$24K	Hold	96	–	–	0.03%	183
2018 Q3	$26K	Hold	96	–	–	0.02%	182
2018 Q2	$24K	Hold	96	–	–	0.02%	196
2018 Q1	$21K	Hold	96	–	–	0.02%	174
2017 Q4	$21K	Hold	96	–	–	0.02%	159
2017 Q3	$19K	Buy	96 +85	+773%	+$16.4K	0.02%	158
2017 Q2	$2K	Sell	11 -85	-89%	-$14.9K	﹤0.01%	230
2017 Q1	$16K	Buy	96 +11	+13%	+$1.8K	0.02%	169
2016 Q4	$14K	Hold	85	–	–	0.02%	173
2016 Q3	$12K	Hold	85	–	–	0.01%	190
2016 Q2	$12K	Sell	85 -255	-75%	-$34K	0.01%	190
2016 Q1	$44K	Hold	340	–	–	0.05%	135
2015 Q4	$40K	Hold	340	–	–	0.04%	140
2015 Q3	$39K	Hold	340	–	–	0.03%	143
2015 Q2	$41K	Hold	340	–	–	0.03%	146
2015 Q1	$40K	Hold	340	–	–	0.03%	164
2014 Q4	$34K	Buy	+340	New	+$32.2K	0.03%	176

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cordasco Financial Network's UNH Position: Q2 2022 in Review

Cordasco Financial Network held its UnitedHealth (UNH) position steady in Q2 2022 at 436 shares worth $224K. The position accounts for 0.16% of the portfolio, ranked #83.

Cordasco Financial Network first reported a position in UNH in Q4 2014 and has held it in 31 quarters since. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Cordasco Financial Network held 436 shares of UnitedHealth worth $224K as of Q2 2022.
Cordasco Financial Network left its UnitedHealth share count unchanged in Q2 2022.
UnitedHealth made up 0.16% of Cordasco Financial Network's portfolio in Q2 2022, its #83 holding.
Cordasco Financial Network first reported a position in UnitedHealth in Q4 2014 and has held it in 31 quarters since.
2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.