Grace Capital’s UnitedHealth UNH Stock Holding History

Grace Capital’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
2021 Q4	$552K	Hold	1,100	–	–	0.33%	89
2021 Q3	$494K	Hold	1,100	–	–	0.3%	93
2021 Q2	$440K	Hold	1,100	–	–	0.29%	89
2021 Q1	$409K	Hold	1,100	–	–	0.26%	99
2020 Q4	$385K	Hold	1,100	–	–	0.24%	105
2020 Q3	$342K	Sell	1,100 -100	-8%	-$30.7K	0.27%	92
2020 Q2	$354K	Hold	1,200	–	–	0.3%	88
2020 Q1	$299K	Hold	1,200	–	–	0.29%	89
2019 Q4	$353K	Hold	1,200	–	–	0.29%	90
2019 Q3	$261K	Hold	1,200	–	–	0.26%	99
2019 Q2	$293K	Sell	1,200 -9,625	-89%	-$2.32M	0.14%	137
2019 Q1	$2.68M	Sell	10,825 -2,885	-21%	-$736K	1.04%	23
2018 Q4	$3.42M	Buy	13,710 +5,185	+61%	+$1.37M	1.59%	14
2018 Q3	$2.27M	Sell	8,525 -765	-8%	-$199K	0.89%	39
2018 Q2	$2.28M	Buy	+9,290	New	+$2.23M	0.87%	37

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Grace Capital's UNH Position: Q4 2021 in Review

Grace Capital held its UnitedHealth (UNH) position steady in Q4 2021 at 1,100 shares worth $552K. The position accounts for 0.33% of the portfolio, ranked #89.

Grace Capital first reported a position in UNH in Q2 2018 and has held it in 15 quarters since. The position peaked at $3.42M in Q4 2018. 2,902 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

Grace Capital held 1,100 shares of UnitedHealth worth $552K as of Q4 2021.
Grace Capital left its UnitedHealth share count unchanged in Q4 2021.
UnitedHealth made up 0.33% of Grace Capital's portfolio in Q4 2021, its #89 holding.
Grace Capital first reported a position in UnitedHealth in Q2 2018 and has held it in 15 quarters since.
Grace Capital's UnitedHealth position peaked at $3.42M in Q4 2018.
2,902 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Grace Capital's 13F filing for Q4 2021, filed 2 Feb 2022.