Hayden Royal’s UnitedHealth UNH Stock Holding History

Hayden Royal’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	$295K	Sell	587 -48	-8%	-$21.7K	0.69%	48
2021 Q3	$248K	Sell	635 -308	-33%	-$128K	0.4%	68
2021 Q2	$378K	Buy	943 +200	+27%	+$79.7K	0.21%	107
2021 Q1	$276K	Buy	+743	New	+$257K	0.16%	142
2020 Q3	–	Sell	-705	Closed	-$208K	–	231
2020 Q2	$208K	Sell	705 -1,815	-72%	-$520K	0.12%	146
2020 Q1	$628K	Buy	2,520 +142	+6%	+$39.1K	0.37%	70
2019 Q4	$719K	Sell	2,378 -46	-2%	-$12K	0.36%	69
2019 Q3	$527K	Buy	2,424 +963	+66%	+$232K	0.46%	70
2019 Q2	$379K	Buy	1,461 +371	+34%	+$89.2K	0.4%	81
2019 Q1	$269K	Sell	1,090 -21,317	-95%	-$5.44M	0.35%	92
2018 Q4	$5.58M	Buy	+22,407	New	+$5.92M	2.85%	7

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

Hayden Royal's UNH Position: Q4 2021 in Review

Hayden Royal reduced its UnitedHealth (UNH) stake by 7.6% in Q4 2021, selling an estimated $21.7K and leaving 587 shares worth $295K. The position accounts for 0.69% of the portfolio, ranked #48.

Hayden Royal first reported a position in UNH in Q4 2018 and has held it in 11 quarters since. The position peaked at $5.58M in Q4 2018. 2,902 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

Hayden Royal held 587 shares of UnitedHealth worth $295K as of Q4 2021.
Hayden Royal sold 48 UnitedHealth shares in Q4 2021, an estimated $21.7K.
UnitedHealth made up 0.69% of Hayden Royal's portfolio in Q4 2021, its #48 holding.
Hayden Royal first reported a position in UnitedHealth in Q4 2018 and has held it in 11 quarters since.
Hayden Royal's UnitedHealth position peaked at $5.58M in Q4 2018.
2,902 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.