Guild Investment Management’s UnitedHealth UNH Stock Holding History

Guild Investment Management’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
2023 Q1	–	Sell	-550	Closed	-$292K	–	63
2022 Q4	$292K	Hold	550	–	–	0.5%	44
2022 Q3	$278K	Sell	550 -12	-2%	-$6.31K	0.48%	47
2022 Q2	$298K	Hold	562	–	–	0.45%	48
2022 Q1	$287K	Hold	562	–	–	0.29%	57
2021 Q4	$282K	Hold	562	–	–	0.29%	59
2021 Q3	$220K	Hold	562	–	–	0.21%	64
2021 Q2	$225K	Buy	562 +12	+2%	+$4.79K	0.22%	62
2021 Q1	$205K	Buy	+550	New	+$191K	0.22%	68
2018 Q4	–	Sell	-1,220	Closed	-$325K	–	37
2018 Q3	$325K	Buy	+1,220	New	+$317K	0.33%	36
2017 Q2	–	Sell	-3,780	Closed	-$620K	–	33
2017 Q1	$620K	Buy	+3,780	New	+$619K	0.6%	26

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guild Investment Management's UNH Position: Q1 2023 in Review

Guild Investment Management sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 550 shares — an estimated $292K sold.

Guild Investment Management first reported a position in UNH in Q1 2017 and held it in 10 quarters. The position peaked at $620K in Q1 2017. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Guild Investment Management reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
Guild Investment Management sold 550 UnitedHealth shares in Q1 2023, an estimated $292K.
Guild Investment Management first reported a position in UnitedHealth in Q1 2017 and held it in 10 quarters.
Guild Investment Management's UnitedHealth position peaked at $620K in Q1 2017.
3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Guild Investment Management's 13F filing for Q1 2023, filed 18 Apr 2023.