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Ford Financial Group’s UnitedHealth UNH Stock Holding History

Ford Financial 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
Q1 		– Sell
-475
Closed -$238 – 484
2021
Q4 		$238 Sell
475
-51
-10% -$23.1K 0.05% 92
2021
Q3 		$205K Sell
526
-10
-2% -$4.14K 0.08% 95
2021
Q2 		$214K Sell
536
-12
-2% -$4.79K 0.08% 91
2021
Q1 		$203K Sell
548
-253
-32% -$87.7K 0.09% 92
2020
Q4 		$280K Buy
801
+1
+0.1% +$335 0.13% 69
2020
Q3 		$249K Sell
800
-99
-11% -$30.4K 0.14% 68
2020
Q2 		$265K Buy
899
+15
+2% +$4.3K 0.15% 69
2020
Q1 		$220K Sell
884
-114
-11% -$31.4K 0.15% 72
2019
Q4 		$293K Sell
998
-12
-1% -$3.14K 0.17% 62
2019
Q3 		$219K Sell
1,010
-200
-17% -$48.3K 0.14% 77
2019
Q2 		$295K Buy
+1,210
New +$291K 0.2% 56

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

Ford Financial Group's UNH Position: Q1 2022 in Review

Ford Financial Group sold out of UnitedHealth (UNH) in Q1 2022, closing a stake of 475 shares — an estimated $238 sold.

Ford Financial Group first reported a position in UNH in Q2 2019 and held it in 11 quarters. The position peaked at $295K in Q2 2019. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • Ford Financial Group reported no remaining UnitedHealth position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 475 UnitedHealth shares in Q1 2022, an estimated $238.
  • Ford Financial Group first reported a position in UnitedHealth in Q2 2019 and held it in 11 quarters.
  • Ford Financial Group's UnitedHealth position peaked at $295K in Q2 2019.
  • 2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.