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Highland Private Wealth Management’s UnitedHealth UNH Stock Holding History

Highland Private Wealth 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
2022
Q4 		– Sell
-6,193
Closed -$3.13M – 154
2022
Q3 		$3.13M Buy
6,193
+339
+6% +$178K 0.5% 28
2022
Q2 		$3.01M Buy
5,854
+584
+11% +$293K 0.46% 28
2022
Q1 		$2.69M Buy
5,270
+64
+1% +$30.9K 0.36% 35
2021
Q4 		$2.61M Buy
5,206
+112
+2% +$50.7K 0.33% 36
2021
Q3 		$1.99M Sell
5,094
-5
-0.1% -$2.07K 0.28% 39
2021
Q2 		$2.04M Buy
5,099
+365
+8% +$146K 0.3% 39
2021
Q1 		$1.76M Sell
4,734
-9
-0.2% -$3.12K 0.29% 39
2020
Q4 		$1.66M Sell
4,743
-10
-0.2% -$3.35K 0.29% 38
2020
Q3 		$1.48M Sell
4,753
-57
-1% -$17.5K 0.29% 36
2020
Q2 		$1.42M Buy
4,810
+734
+18% +$210K 0.31% 36
2020
Q1 		$1.02M Buy
4,076
+578
+17% +$159K 0.28% 38
2019
Q4 		$1.03M Sell
3,498
-1,135
-24% -$297K 0.25% 40
2019
Q3 		$1.01M Buy
4,633
+294
+7% +$70.9K 0.28% 38
2019
Q2 		$1.06M Buy
4,339
+1,316
+44% +$317K 0.3% 36
2019
Q1 		$747K Sell
3,023
-79
-3% -$20.1K 0.23% 41
2018
Q4 		$772K Sell
3,102
-20
-0.6% -$5.28K 0.29% 32
2018
Q3 		$831K Buy
3,122
+14
+0.5% +$3.64K 0.28% 32
2018
Q2 		$763K Buy
3,108
+292
+10% +$70.1K 0.27% 33
2018
Q1 		$603K Sell
2,816
-446
-14% -$102K 0.37% 66
2017
Q4 		$719K Buy
3,262
+53
+2% +$11.2K 0.29% 32
2017
Q3 		$629K Buy
3,209
+10
+0.3% +$1.93K 0.27% 34
2017
Q2 		$593K Buy
3,199
+13
+0.4% +$2.28K 0.28% 32
2017
Q1 		$523K Sell
3,186
-622
-16% -$102K 0.27% 34
2016
Q4 		$610K Buy
+3,808
New +$569K 0.31% 32

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Highland Private Wealth Management's UNH Position: Q4 2022 in Review

Highland Private Wealth Management sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 6,193 shares — an estimated $3.13M sold.

Highland Private Wealth Management first reported a position in UNH in Q4 2016 and held it in 24 quarters. The position peaked at $3.13M in Q3 2022. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • Highland Private Wealth Management reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 6,193 UnitedHealth shares in Q4 2022, an estimated $3.13M.
  • Highland Private Wealth Management first reported a position in UnitedHealth in Q4 2016 and held it in 24 quarters.
  • Highland Private Wealth Management's UnitedHealth position peaked at $3.13M in Q3 2022.
  • 3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.