High Pointe Capital Management’s UnitedHealth UNH Stock Holding History

High Pointe Capital 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	–	Sell	-650	Closed	-$254K	–	97
2021 Q3	$254K	Hold	650	–	–	0.2%	85
2021 Q2	$260K	Hold	650	–	–	0.2%	86
2021 Q1	$242K	Hold	650	–	–	0.21%	78
2020 Q4	$228K	Hold	650	–	–	0.22%	78
2020 Q3	$203K	Buy	+650	New	+$200K	0.25%	78
2018 Q4	–	Sell	-1,000	Closed	-$266K	–	94
2018 Q3	$266K	Hold	1,000	–	–	0.36%	74
2018 Q2	$245K	Hold	1,000	–	–	0.35%	76
2018 Q1	$214K	Hold	1,000	–	–	0.29%	85
2017 Q4	$220K	Buy	+1,000	New	+$212K	0.3%	82
2017 Q1	–	Sell	-5,760	Closed	-$922K	–	83
2016 Q4	$922K	Sell	5,760 -100	-2%	-$14.9K	1.52%	28
2016 Q3	$820K	Sell	5,860 -2,200	-27%	-$308K	1.46%	32
2016 Q2	$1.14M	Buy	+8,060	New	+$1.07M	1.73%	22
2015 Q4	–	Sell	-17,090	Closed	-$1.98M	–	186
2015 Q3	$1.98M	Buy	17,090 +290	+2%	+$34.7K	0.93%	35
2015 Q2	$2.05M	Sell	16,800 -80	-0.5%	-$9.46K	0.73%	48
2015 Q1	$2M	Buy	16,880 +2,180	+15%	+$242K	0.72%	54
2014 Q4	$1.49M	Sell	14,700 -1,370	-9%	-$130K	0.66%	63
2014 Q3	$1.39M	Sell	16,070 -19,950	-55%	-$1.69M	0.6%	71
2014 Q2	$2.94M	Buy	36,020 +180	+0.5%	+$14.2K	1.07%	18
2014 Q1	$2.94M	Sell	35,840 -490	-1%	-$36.9K	1.14%	13
2013 Q4	$2.74M	Sell	36,330 -6,440	-15%	-$463K	1.08%	18
2013 Q3	$3.06M	Buy	42,770 +32,000	+297%	+$2.29M	1.23%	7
2013 Q2	$705K	Buy	+10,770	New	+$670K	0.31%	103

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

High Pointe Capital Management's UNH Position: Q4 2021 in Review

High Pointe Capital Management sold out of UnitedHealth (UNH) in Q4 2021, closing a stake of 650 shares — an estimated $254K sold.

High Pointe Capital Management first reported a position in UNH in Q2 2013 and held it in 22 quarters. The position peaked at $3.06M in Q3 2013. 2,902 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

High Pointe Capital Management reported no remaining UnitedHealth position as of Q4 2021 after selling out during the quarter.
High Pointe Capital Management sold 650 UnitedHealth shares in Q4 2021, an estimated $254K.
High Pointe Capital Management first reported a position in UnitedHealth in Q2 2013 and held it in 22 quarters.
High Pointe Capital Management's UnitedHealth position peaked at $3.06M in Q3 2013.
2,902 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on High Pointe Capital Management's 13F filing for Q4 2021, filed 8 Feb 2022.