HC
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Hendley & Co’s UnitedHealth UNH Stock Holding History

Hendley & Co’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
-1,215
Closed -$644K – 54
2022
Q4 		$644K Buy
1,215
+115
+10% +$60.9K 0.29% 40
2022
Q3 		$556K Hold
1,100
– – 0.26% 45
2022
Q2 		$565K Sell
1,100
-67
-6% -$33.6K 0.24% 48
2022
Q1 		$595K Hold
1,167
– – 0.2% 50
2021
Q4 		$586K Sell
1,167
-466
-29% -$211K 0.19% 52
2021
Q3 		$638K Hold
1,633
– – 0.22% 52
2021
Q2 		$654K Hold
1,633
– – 0.22% 50
2021
Q1 		$608K Hold
1,633
– – 0.21% 53
2020
Q4 		$573K Hold
1,633
– – 0.22% 49
2020
Q3 		$509K Buy
+1,633
New +$502K 0.21% 53

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hendley & Co's UNH Position: Q1 2023 in Review

Hendley & Co sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 1,215 shares — an estimated $644K sold.

Hendley & Co first reported a position in UNH in Q3 2020 and held it in 10 quarters. The position peaked at $654K in Q2 2021. 3,110 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

  • Hendley & Co reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
  • Hendley & Co sold 1,215 UnitedHealth shares in Q1 2023, an estimated $644K.
  • Hendley & Co first reported a position in UnitedHealth in Q3 2020 and held it in 10 quarters.
  • Hendley & Co's UnitedHealth position peaked at $654K in Q2 2021.
  • 3,110 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Hendley & Co's 13F filing for Q1 2023, filed 24 Apr 2023.