Enlightenment Research’s UnitedHealth UNH Stock Holding History

Enlightenment Research’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	-400	Closed	-$204K	–	181
2022 Q1	$204K	Buy	+400	New	+$193K	0.27%	123
2021 Q4	–	Sell	-3,200	Closed	-$1.25M	–	201
2021 Q3	$1.25M	Buy	+3,200	New	+$1.33M	1.53%	17
2021 Q2	–	Sell	-900	Closed	-$335K	–	216
2021 Q1	$335K	Buy	+900	New	+$312K	0.4%	72
2019 Q1	–	Sell	-6,000	Closed	-$1.5M	–	647
2018 Q4	$1.5M	Buy	+6,000	New	+$1.58M	1.86%	6

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

Enlightenment Research's UNH Position: Q2 2022 in Review

Enlightenment Research sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 400 shares — an estimated $204K sold.

Enlightenment Research first reported a position in UNH in Q4 2018 and held it in 4 quarters. The position peaked at $1.5M in Q4 2018. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Enlightenment Research reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
Enlightenment Research sold 400 UnitedHealth shares in Q2 2022, an estimated $204K.
Enlightenment Research first reported a position in UnitedHealth in Q4 2018 and held it in 4 quarters.
Enlightenment Research's UnitedHealth position peaked at $1.5M in Q4 2018.
2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Enlightenment Research's 13F filing for Q2 2022, filed 12 Aug 2022.