HLOC
UNH icon

H.L. Ormond & Company’s UnitedHealth UNH Stock Holding History

H.L. Ormond & Company’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
Q3 		$437K Buy
866
+383
+79% +$201K 0.7% 66
2022
Q2 		$248K Sell
483
-242
-33% -$122K 0.4% 81
2022
Q1 		$369K Buy
725
+52
+8% +$25.1K 0.45% 78
2021
Q4 		$332K Buy
+673
New +$305K 0.39% 83

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

H.L. Ormond & Company's UNH Position: Q3 2022 in Review

H.L. Ormond & Company increased its UnitedHealth (UNH) stake by 79% in Q3 2022, buying an estimated $201K and bringing the position to 866 shares worth $437K. The position accounts for 0.7% of the portfolio, ranked #66.

H.L. Ormond & Company first reported a position in UNH in Q4 2021 and has held it in 4 quarters since. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • H.L. Ormond & Company held 866 shares of UnitedHealth worth $437K as of Q3 2022.
  • H.L. Ormond & Company bought 383 UnitedHealth shares in Q3 2022, an estimated $201K.
  • UnitedHealth made up 0.7% of H.L. Ormond & Company's portfolio in Q3 2022, its #66 holding.
  • H.L. Ormond & Company first reported a position in UnitedHealth in Q4 2021 and has held it in 4 quarters since.
  • 2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.