Estate Counselors’s UnitedHealth UNH Stock Holding History

Estate Counselors’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 Q4	–	Sell	-162	Closed	-$81K	–	189
2022 Q3	$81K	Hold	162	–	–	0.01%	125
2022 Q2	$83K	Hold	162	–	–	0.01%	123
2022 Q1	$82K	Hold	162	–	–	0.01%	131
2021 Q4	$81K	Hold	162	–	–	0.01%	134
2021 Q3	$63K	Hold	162	–	–	0.01%	160
2021 Q2	$64K	Hold	162	–	–	0.01%	154
2021 Q1	$60K	Hold	162	–	–	0.01%	152
2020 Q4	$57K	Sell	162 -1,517	-90%	-$508K	0.01%	124
2020 Q3	$523K	Buy	1,679 +172	+11%	+$52.8K	0.08%	83
2020 Q2	$444K	Buy	+1,507	New	+$432K	0.07%	100

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Estate Counselors's UNH Position: Q4 2022 in Review

Estate Counselors sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 162 shares — an estimated $81K sold.

Estate Counselors first reported a position in UNH in Q2 2020 and held it in 10 quarters. The position peaked at $523K in Q3 2020. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Estate Counselors reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
Estate Counselors sold 162 UnitedHealth shares in Q4 2022, an estimated $81K.
Estate Counselors first reported a position in UnitedHealth in Q2 2020 and held it in 10 quarters.
Estate Counselors's UnitedHealth position peaked at $523K in Q3 2020.
3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.