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Ferris Capital’s UnitedHealth UNH Stock Holding History

Ferris Capital’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 		$1.33M Hold
2,601
– – 0.3% 71
2021
Q4 		$1.31M Hold
2,601
– – 0.28% 76
2021
Q3 		$1.19M Buy
+2,601
New +$1.08M 0.26% 86
2021
Q2 		– Sell
-2,566
Closed -$955K – 180
2021
Q1 		$955K Hold
2,566
– – 0.24% 89
2020
Q4 		$900K Buy
2,566
+24
+0.9% +$8.04K 0.25% 88
2020
Q3 		$793K Buy
2,542
+54
+2% +$16.6K 0.26% 86
2020
Q2 		$734K Buy
2,488
+49
+2% +$14K 0.26% 90
2020
Q1 		$608K Hold
2,439
– – 0.27% 80
2019
Q4 		$717K Buy
2,439
+366
+18% +$95.8K 0.25% 94
2019
Q3 		$451K Buy
2,073
+10
+0.5% +$2.41K 0.16% 113
2019
Q2 		$503K Sell
2,063
-14
-0.7% -$3.37K 0.19% 115
2019
Q1 		$514K Buy
2,077
+60
+3% +$15.3K 0.19% 108
2018
Q4 		$502K Buy
2,017
+31
+2% +$8.19K 0.22% 96
2018
Q3 		$528K Sell
1,986
-52
-3% -$13.5K 0.21% 92
2018
Q2 		$500K Sell
2,038
-15
-0.7% -$3.6K 0.21% 93
2018
Q1 		$439K Buy
2,053
+24
+1% +$5.48K 0.18% 111
2017
Q4 		$447K Buy
2,029
+19
+0.9% +$4.03K 0.16% 126
2017
Q3 		$394K Hold
2,010
– – 0.19% 102
2017
Q2 		$373K Buy
+2,010
New +$352K 0.18% 103

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

Ferris Capital's UNH Position: Q1 2022 in Review

Ferris Capital held its UnitedHealth (UNH) position steady in Q1 2022 at 2,601 shares worth $1.33M. The position accounts for 0.3% of the portfolio, ranked #71.

Ferris Capital first reported a position in UNH in Q2 2017 and has held it in 19 quarters since. 2,961 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • Ferris Capital held 2,601 shares of UnitedHealth worth $1.33M as of Q1 2022.
  • Ferris Capital left its UnitedHealth share count unchanged in Q1 2022.
  • UnitedHealth made up 0.3% of Ferris Capital's portfolio in Q1 2022, its #71 holding.
  • Ferris Capital first reported a position in UnitedHealth in Q2 2017 and has held it in 19 quarters since.
  • 2,961 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Ferris Capital's 13F filing for Q1 2022, filed 13 May 2022.