FourThought Financial’s UnitedHealth UNH Stock Holding History

FourThought Financial’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 Q3	$5.76M	Buy	11,404 +1,815	+19%	+$954K	0.85%	35
2022 Q2	$4.92M	Buy	9,589 +3,700	+63%	+$1.86M	0.72%	37
2022 Q1	$3.01M	Buy	5,889 +179	+3%	+$86.3K	0.38%	67
2021 Q4	$2.87M	Sell	5,710 -1,080	-16%	-$489K	0.36%	64
2021 Q3	$2.65M	Sell	6,790 -1,148	-14%	-$475K	0.35%	69
2021 Q2	$3.18M	Sell	7,938 -4,169	-34%	-$1.66M	0.43%	56
2021 Q1	$4.5M	Sell	12,107 -534	-4%	-$185K	0.65%	39
2020 Q4	$4.43M	Buy	+12,641	New	+$4.24M	0.71%	35

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

FourThought Financial's UNH Position: Q3 2022 in Review

FourThought Financial increased its UnitedHealth (UNH) stake by 19% in Q3 2022, buying an estimated $954K and bringing the position to 11,404 shares worth $5.76M. The position accounts for 0.85% of the portfolio, ranked #35.

FourThought Financial first reported a position in UNH in Q4 2020 and has held it in 8 quarters since. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

FourThought Financial held 11,404 shares of UnitedHealth worth $5.76M as of Q3 2022.
FourThought Financial bought 1,815 UnitedHealth shares in Q3 2022, an estimated $954K.
UnitedHealth made up 0.85% of FourThought Financial's portfolio in Q3 2022, its #35 holding.
FourThought Financial first reported a position in UnitedHealth in Q4 2020 and has held it in 8 quarters since.
2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.