Financial Partners Capital Management’s UnitedHealth UNH Stock Holding History

Financial Partners Capital Management’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	$237K	Hold	447	–	–	0.05%	110
2022 Q3	$226K	Hold	447	–	–	0.05%	113
2022 Q2	$230K	Sell	447 -83	-16%	-$41.7K	0.05%	116
2022 Q1	$270K	Sell	530 -20	-4%	-$9.65K	0.05%	112
2021 Q4	$276K	Buy	550 +25	+5%	+$11.3K	0.05%	110
2021 Q3	$205K	Hold	525	–	–	0.04%	113
2021 Q2	$210K	Buy	+525	New	+$209K	0.04%	110

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 Partners Capital Management's UNH Position: Q4 2022 in Review

Financial Partners Capital Management held its UnitedHealth (UNH) position steady in Q4 2022 at 447 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #110.

Financial Partners Capital Management first reported a position in UNH in Q2 2021 and has held it in 7 quarters since. The position peaked at $276K in Q4 2021. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Financial Partners Capital Management held 447 shares of UnitedHealth worth $237K as of Q4 2022.
Financial Partners Capital Management left its UnitedHealth share count unchanged in Q4 2022.
UnitedHealth made up 0.05% of Financial Partners Capital Management's portfolio in Q4 2022, its #110 holding.
Financial Partners Capital Management first reported a position in UnitedHealth in Q2 2021 and has held it in 7 quarters since.
Financial Partners Capital Management's UnitedHealth position peaked at $276K in Q4 2021.
3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.