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Dorsey Wright & Associates’s UnitedHealth UNH Stock Holding History

Dorsey Wright & Associates’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
2023
Q1 		– Sell
-5,586
Closed -$2.96M – 355
2022
Q4 		$2.96M Buy
+5,586
New +$2.96M 0.86% 45
2022
Q2 		$2.56M Buy
+4,974
New +$2.5M 0.75% 67
2021
Q1 		– Sell
-1,134
Closed -$398K – 377
2020
Q4 		$398K Hold
1,134
– – 0.06% 142
2020
Q3 		$354K Sell
1,134
-3,314
-75% -$1.02M 0.06% 140
2020
Q2 		$1.32M Buy
4,448
+3,314
+292% +$950K 0.27% 99
2020
Q1 		$283K Buy
+1,134
New +$312K 0.11% 98
2019
Q2 		– Sell
-20,255
Closed -$5.01M – 338
2019
Q1 		$5.01M Buy
20,255
+578
+3% +$147K 1.21% 20
2018
Q4 		$4.9M Buy
19,677
+686
+4% +$181K 1.47% 13
2018
Q3 		$5.05M Sell
18,991
-1,134
-6% -$295K 0.92% 55
2018
Q2 		$4.94M Buy
20,125
+1,409
+8% +$338K 0.72% 57
2018
Q1 		$4M Buy
18,716
+322
+2% +$73.5K 0.62% 58
2017
Q4 		$4.05M Buy
18,394
+4,039
+28% +$856K 0.73% 61
2017
Q3 		$2.81M Buy
14,355
+2,742
+24% +$530K 0.65% 70
2017
Q2 		$2.15M Buy
11,613
+91
+0.8% +$16K 0.66% 71
2017
Q1 		$1.89M Buy
11,522
+1,147
+11% +$188K 0.65% 59
2016
Q4 		$1.66M Buy
10,375
+734
+8% +$110K 0.7% 54
2016
Q3 		$1.35M Buy
9,641
+172
+2% +$24.1K 0.64% 51
2016
Q2 		$1.34M Buy
9,469
+1,157
+14% +$154K 0.71% 44
2016
Q1 		$1.07M Buy
8,312
+156
+2% +$18.5K 0.57% 52
2015
Q4 		$959K Buy
+8,156
New +$953K 0.49% 52

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorsey Wright & Associates's UNH Position: Q1 2023 in Review

Dorsey Wright & Associates sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 5,586 shares — an estimated $2.96M sold.

Dorsey Wright & Associates first reported a position in UNH in Q4 2015 and held it in 20 quarters. The position peaked at $5.05M in Q3 2018. 3,110 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

  • Dorsey Wright & Associates reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 5,586 UnitedHealth shares in Q1 2023, an estimated $2.96M.
  • Dorsey Wright & Associates first reported a position in UnitedHealth in Q4 2015 and held it in 20 quarters.
  • Dorsey Wright & Associates's UnitedHealth position peaked at $5.05M in Q3 2018.
  • 3,110 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Dorsey Wright & Associates's 13F filing for Q1 2023, filed 20 Apr 2023.