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CPR Investments’s UnitedHealth UNH Stock Holding History

CPR Investments’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 		– Sell
-1,216
Closed -$620K – 82
2022
Q1 		$620K Sell
1,216
-305
-20% -$147K 0.51% 24
2021
Q4 		$764K Buy
+1,521
New +$689K 0.55% 18

Other funds holding UNH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

CPR Investments's UNH Position: Q2 2022 in Review

CPR Investments sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 1,216 shares — an estimated $620K sold.

CPR Investments first reported a position in UNH in Q4 2021 and held it in 2 quarters. The position peaked at $764K in Q4 2021. 2,958 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

  • CPR Investments reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
  • CPR Investments sold 1,216 UnitedHealth shares in Q2 2022, an estimated $620K.
  • CPR Investments first reported a position in UnitedHealth in Q4 2021 and held it in 2 quarters.
  • CPR Investments's UnitedHealth position peaked at $764K in Q4 2021.
  • 2,958 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on CPR Investments's 13F filing for Q2 2022, filed 11 Aug 2022.