Dixon Hubard Feinour & Brown’s UnitedHealth UNH Stock Holding History

Dixon Hubard Feinour & Brown’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	$9.1M	Buy	17,722 +14,607	+469%	+$7.34M	1.08%	28
2022 Q1	$1.59M	Sell	3,115 -396	-11%	-$191K	0.16%	129
2021 Q4	$1.76M	Buy	3,511 +2,220	+172%	+$1M	0.17%	121
2021 Q3	$504K	Sell	1,291 -115	-8%	-$47.6K	0.11%	119
2021 Q2	$563K	Sell	1,406 -27,345	-95%	-$10.9M	0.12%	113
2021 Q1	$9.05M	Buy	28,751 +1,390	+5%	+$482K	1.11%	25
2020 Q4	$8.53M	Hold	27,361	–	–	2.19%	13
2020 Q3	$8.53M	Buy	27,361 +26,351	+2,609%	+$8.09M	2.19%	13
2020 Q2	$303K	Buy	1,010 +100	+11%	+$28.7K	0.08%	137
2020 Q1	$227K	Hold	910	–	–	0.08%	142
2019 Q4	$268K	Buy	+910	New	+$238K	0.07%	152
2019 Q3	–	Sell	-910	Closed	-$222K	–	185
2019 Q2	$222K	Sell	910 -22,850	-96%	-$5.5M	0.06%	159
2019 Q1	$5.88M	Sell	23,760 -85	-0.4%	-$21.7K	1.77%	18
2018 Q4	$5.94M	Buy	23,845 +23,045	+2,881%	+$6.09M	2.2%	13
2018 Q3	$213K	Buy	+800	New	+$208K	0.06%	166

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

Dixon Hubard Feinour & Brown's UNH Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown increased its UnitedHealth (UNH) stake by 469% in Q2 2022, buying an estimated $7.34M and bringing the position to 17,722 shares worth $9.1M. The position accounts for 1.08% of the portfolio, ranked #28.

Dixon Hubard Feinour & Brown first reported a position in UNH in Q3 2018 and has held it in 15 quarters since. 2,958 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Dixon Hubard Feinour & Brown held 17,722 shares of UnitedHealth worth $9.1M as of Q2 2022.
Dixon Hubard Feinour & Brown bought 14,607 UnitedHealth shares in Q2 2022, an estimated $7.34M.
UnitedHealth made up 1.08% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #28 holding.
Dixon Hubard Feinour & Brown first reported a position in UnitedHealth in Q3 2018 and has held it in 15 quarters since.
2,958 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.