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Friess Associates’s UnitedHealth UNH Stock Holding History

Friess 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
-710
Closed -$362K – 85
2022
Q1 		$362K Buy
+710
New +$342K 0.19% 83
2020
Q2 		– Sell
-55,000
Closed -$13.7M – 131
2020
Q1 		$13.7M Buy
+55,000
New +$15.1M 1.37% 33
2019
Q2 		– Sell
-66,828
Closed -$16.5M – 141
2019
Q1 		$16.5M Buy
66,828
+7,653
+13% +$1.95M 1.21% 41
2018
Q4 		$14.7M Buy
+59,175
New +$15.6M 1.26% 41
2017
Q1 		– Sell
-82,590
Closed -$13.2M – 162
2016
Q4 		$13.2M Sell
82,590
-39,781
-33% -$5.94M 1.3% 42
2016
Q3 		$17.1M Hold
122,371
– – 1.66% 19
2016
Q2 		$17.3M Hold
122,371
– – 1.77% 17
2016
Q1 		$15.8M Buy
122,371
+15
+0% +$1.77K 1.58% 25
2015
Q4 		$14.4M Buy
122,356
+28,800
+31% +$3.37M 1.34% 40
2015
Q3 		$10.9M Hold
93,556
– – 1.01% 51
2015
Q2 		$11.4M Hold
93,556
– – 0.95% 55
2015
Q1 		$11.1M Sell
93,556
-2,720
-3% -$302K 0.89% 54
2014
Q4 		$9.73M Buy
96,276
+1,625
+2% +$154K 0.78% 53
2014
Q3 		$8.16M Sell
94,651
-68,046
-42% -$5.75M 0.7% 56
2014
Q2 		$13.3M Sell
162,697
-158,763
-49% -$12.5M 1.08% 44
2014
Q1 		$26.4M Buy
321,460
+320,000
+21,918% +$24.1M 2.06% 12
2013
Q4 		$110K Buy
1,460
+60
+4% +$4.31K 0.01% 122
2013
Q3 		$100K Hold
1,400
– – 0.01% 115
2013
Q2 		$92K Buy
+1,400
New +$87.1K 0.01% 123

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

Friess Associates's UNH Position: Q2 2022 in Review

Friess Associates sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 710 shares — an estimated $362K sold.

Friess Associates first reported a position in UNH in Q2 2013 and held it in 19 quarters. The position peaked at $26.4M in Q1 2014. 2,958 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

  • Friess Associates reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
  • Friess Associates sold 710 UnitedHealth shares in Q2 2022, an estimated $362K.
  • Friess Associates first reported a position in UnitedHealth in Q2 2013 and held it in 19 quarters.
  • Friess Associates's UnitedHealth position peaked at $26.4M in Q1 2014.
  • 2,958 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Friess Associates's 13F filing for Q2 2022, filed 15 Aug 2022.