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Dixon Hughes Goodman Wealth Advisors’s UnitedHealth UNH Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 		$304K Hold
595
– – 0.09% 131
2021
Q4 		$299K Buy
+595
New +$269K 0.1% 114

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Dixon Hughes Goodman Wealth Advisors's UNH Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its UnitedHealth (UNH) position steady in Q1 2022 at 595 shares worth $304K. The position accounts for 0.09% of the portfolio, ranked #131.

Dixon Hughes Goodman Wealth Advisors first reported a position in UNH in Q4 2021 and has held it in 2 quarters since. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 595 shares of UnitedHealth worth $304K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its UnitedHealth share count unchanged in Q1 2022.
  • UnitedHealth made up 0.09% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #131 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 2 quarters since.
  • 2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.