Hellman Jordan Management Company’s UnitedHealth UNH Stock Holding History

Hellman Jordan Management 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 Q4	$2.53M	Buy	4,767 +942	+25%	+$499K	4.29%	6
2022 Q3	$1.93M	Buy	3,825 +1,826	+91%	+$960K	3.35%	11
2022 Q2	$1.03M	Sell	1,999 -5	-0.2%	-$2.51K	1.38%	26
2022 Q1	$1.02M	Buy	2,004 +347	+21%	+$167K	1.11%	32
2021 Q4	$832K	Sell	1,657 -389	-19%	-$176K	1%	41
2021 Q3	$799K	Buy	2,046 +636	+45%	+$263K	1.12%	32
2021 Q2	$565K	Sell	1,410 -36	-2%	-$14.4K	1%	41
2021 Q1	$538K	Buy	+1,446	New	+$501K	0.78%	46
2020 Q4	–	Sell	-672	Closed	-$210K	–	28
2020 Q3	$210K	Sell	672 -136	-17%	-$41.8K	0.4%	18
2020 Q2	$238K	Sell	808 -5	-0.6%	-$1.43K	0.38%	20
2020 Q1	$203K	Sell	813 -3	-0.4%	-$826	0.48%	19
2019 Q4	$240K	Buy	+816	New	+$213K	0.27%	51
2016 Q3	–	Sell	-7,311	Closed	-$1.03M	–	55
2016 Q2	$1.03M	Sell	7,311 -3,386	-32%	-$451K	2.08%	17
2016 Q1	$1.38M	Buy	+10,697	New	+$1.27M	3.51%	8

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

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

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

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

Hellman Jordan Management Company's UNH Position: Q4 2022 in Review

Hellman Jordan Management Company increased its UnitedHealth (UNH) stake by 25% in Q4 2022, buying an estimated $499K and bringing the position to 4,767 shares worth $2.53M. The position accounts for 4.29% of the portfolio, ranked #6.

Hellman Jordan Management Company first reported a position in UNH in Q1 2016 and has held it in 14 quarters since. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Hellman Jordan Management Company held 4,767 shares of UnitedHealth worth $2.53M as of Q4 2022.
Hellman Jordan Management Company bought 942 UnitedHealth shares in Q4 2022, an estimated $499K.
UnitedHealth made up 4.29% of Hellman Jordan Management Company's portfolio in Q4 2022, its #6 holding.
Hellman Jordan Management Company first reported a position in UnitedHealth in Q1 2016 and has held it in 14 quarters since.
3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Hellman Jordan Management Company's 13F filing for Q4 2022, filed 20 Jan 2023.