Goodwin Investment Advisory’s UnitedHealth UNH Stock Holding History

Goodwin Investment Advisory’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	-59	Closed	-$30K	–	229
2022 Q1	$30K	Sell	59 -80	-58%	-$38.6K	0.02%	106
2021 Q4	$70K	Hold	139	–	–	0.05%	64
2021 Q3	$54K	Buy	+139	New	+$57.6K	0.05%	66
2021 Q2	–	Sell	-139	Closed	-$52K	–	152
2021 Q1	$52K	Buy	+139	New	+$48.2K	0.06%	64

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

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

Goodwin Investment Advisory's UNH Position: Q2 2022 in Review

Goodwin Investment Advisory sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 59 shares — an estimated $30K sold.

Goodwin Investment Advisory first reported a position in UNH in Q1 2021 and held it in 4 quarters. The position peaked at $70K in Q4 2021. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Goodwin Investment Advisory reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
Goodwin Investment Advisory sold 59 UnitedHealth shares in Q2 2022, an estimated $30K.
Goodwin Investment Advisory first reported a position in UnitedHealth in Q1 2021 and held it in 4 quarters.
Goodwin Investment Advisory's UnitedHealth position peaked at $70K in Q4 2021.
2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Goodwin Investment Advisory's 13F filing for Q2 2022, filed 16 Aug 2022.