HawsGoodwin Investment Management’s UnitedHealth UNH Stock Holding History

HawsGoodwin 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
2021 Q4	$2.69M	Sell	5,363 -25	-0.5%	-$11.3K	0.78%	31
2021 Q3	$2.1M	Sell	5,388 -24	-0.4%	-$9.94K	0.64%	35
2021 Q2	$2.17M	Buy	5,412 +502	+10%	+$200K	0.67%	34
2021 Q1	$1.83M	Sell	4,910 -1,750	-26%	-$606K	0.58%	43
2020 Q4	$2.34M	Buy	6,660 +203	+3%	+$68K	0.73%	33
2020 Q3	$2.01M	Buy	6,457 +362	+6%	+$111K	0.72%	33
2020 Q2	$1.8M	Sell	6,095 -2,140	-26%	-$613K	0.71%	36
2020 Q1	$2.05M	Buy	8,235 +113	+1%	+$31.1K	1.03%	26
2019 Q4	$2.39M	Buy	+8,122	New	+$2.12M	1.25%	20

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

HawsGoodwin Investment Management's UNH Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its UnitedHealth (UNH) stake by 0.46% in Q4 2021, selling an estimated $11.3K and leaving 5,363 shares worth $2.69M. The position accounts for 0.78% of the portfolio, ranked #31.

HawsGoodwin Investment Management first reported a position in UNH in Q4 2019 and has held it in 9 quarters since. 2,902 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

HawsGoodwin Investment Management held 5,363 shares of UnitedHealth worth $2.69M as of Q4 2021.
HawsGoodwin Investment Management sold 25 UnitedHealth shares in Q4 2021, an estimated $11.3K.
UnitedHealth made up 0.78% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #31 holding.
HawsGoodwin Investment Management first reported a position in UnitedHealth in Q4 2019 and has held it in 9 quarters since.
2,902 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.