Heritage Way Advisors’s UnitedHealth UNH Stock Holding History

Heritage Way Advisors’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	$3.53M	Sell	7,038 -147	-2%	-$66.5K	1.32%	27
2021 Q3	$2.81M	Sell	7,185 -7	-0.1%	-$2.9K	1.17%	34
2021 Q2	$2.88M	Sell	7,192 -130	-2%	-$51.8K	1.18%	35
2021 Q1	$2.72M	Buy	7,322 +6	+0.1%	+$2.08K	1.19%	37
2020 Q4	$2.57M	Sell	7,316 -173	-2%	-$58K	1.18%	37
2020 Q3	$2.33M	Buy	+7,489	New	+$2.3M	1.23%	38

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

Heritage Way Advisors's UNH Position: Q4 2021 in Review

Heritage Way Advisors reduced its UnitedHealth (UNH) stake by 2% in Q4 2021, selling an estimated $66.5K and leaving 7,038 shares worth $3.53M. The position accounts for 1.32% of the portfolio, ranked #27.

Heritage Way Advisors first reported a position in UNH in Q3 2020 and has held it in 6 quarters since. 2,903 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

Heritage Way Advisors held 7,038 shares of UnitedHealth worth $3.53M as of Q4 2021.
Heritage Way Advisors sold 147 UnitedHealth shares in Q4 2021, an estimated $66.5K.
UnitedHealth made up 1.32% of Heritage Way Advisors's portfolio in Q4 2021, its #27 holding.
Heritage Way Advisors first reported a position in UnitedHealth in Q3 2020 and has held it in 6 quarters since.
2,903 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Heritage Way Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.