FFA
UNH icon

Freedman Financial Associates’s UnitedHealth UNH Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-456
Closed -$232K – 391
2022
Q1 		$232K Buy
456
+100
+28% +$48.2K 0.16% 70
2021
Q4 		$179K Hold
356
– – 0.12% 82
2021
Q3 		$139K Buy
356
+14
+4% +$5.8K 0.1% 93
2021
Q2 		$137K Sell
342
-13
-4% -$5.18K 0.1% 89
2021
Q1 		$132K Buy
355
+13
+4% +$4.5K 0.11% 82
2020
Q4 		$120K Buy
+342
New +$115K 0.11% 79

Other funds holding UNH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Freedman Financial Associates's UNH Position: Q2 2022 in Review

Freedman Financial Associates sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 456 shares — an estimated $232K sold.

Freedman Financial Associates first reported a position in UNH in Q4 2020 and held it in 6 quarters. The position peaked at $232K in Q1 2022. 2,958 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

  • Freedman Financial Associates reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 456 UnitedHealth shares in Q2 2022, an estimated $232K.
  • Freedman Financial Associates first reported a position in UnitedHealth in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's UnitedHealth position peaked at $232K in Q1 2022.
  • 2,958 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.