Financial Enhancement Group’s UnitedHealth UNH Stock Holding History

Financial Enhancement Group’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	-50	Closed	-$25K	–	310
2022 Q3	$25K	Hold	50	–	–	0.01%	158
2022 Q2	$26K	Hold	50	–	–	0.01%	156
2022 Q1	$25K	Hold	50	–	–	﹤0.01%	159
2021 Q4	$25K	Hold	50	–	–	﹤0.01%	168
2021 Q3	$20K	Hold	50	–	–	﹤0.01%	169
2021 Q2	$20K	Hold	50	–	–	﹤0.01%	160
2021 Q1	$19K	Hold	50	–	–	﹤0.01%	156
2020 Q4	$18K	Hold	50	–	–	﹤0.01%	182
2020 Q3	$16K	Hold	50	–	–	﹤0.01%	158
2020 Q2	$15K	Sell	50 -58	-54%	-$16.6K	﹤0.01%	171
2020 Q1	$27K	Hold	108	–	–	0.01%	153
2019 Q4	$32K	Hold	108	–	–	0.01%	142
2019 Q3	$23K	Hold	108	–	–	0.01%	159
2019 Q2	$26K	Hold	108	–	–	0.01%	152
2019 Q1	$27K	Sell	108 -1,446	-93%	-$369K	0.01%	159
2018 Q4	$413K	Hold	1,554	–	–	0.13%	70
2018 Q3	$413K	Buy	1,554 +1,496	+2,579%	+$389K	0.13%	70
2018 Q2	$14K	Hold	58	–	–	﹤0.01%	167
2018 Q1	$12K	Buy	+58	New	+$13.2K	﹤0.01%	180

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

Financial Enhancement Group's UNH Position: Q4 2022 in Review

Financial Enhancement Group sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 50 shares — an estimated $25K sold.

Financial Enhancement Group first reported a position in UNH in Q1 2018 and held it in 19 quarters. The position peaked at $413K in Q4 2018. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Financial Enhancement Group reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
Financial Enhancement Group sold 50 UnitedHealth shares in Q4 2022, an estimated $25K.
Financial Enhancement Group first reported a position in UnitedHealth in Q1 2018 and held it in 19 quarters.
Financial Enhancement Group's UnitedHealth position peaked at $413K in Q4 2018.
3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.