HCM
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HM Capital Management’s UnitedHealth UNH Stock Holding History

HM 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
2022
Q3 		$3.59M Buy
7,112
+32
+0.5% +$16.8K 2.15% 8
2022
Q2 		$3.64M Buy
7,080
+37
+0.5% +$18.6K 2.03% 9
2022
Q1 		$3.59M Buy
7,043
+597
+9% +$288K 1.31% 14
2021
Q4 		$3.24M Buy
6,446
+67
+1% +$30.3K 1.23% 16
2021
Q3 		$2.49M Buy
6,379
+63
+1% +$26.1K 1.08% 15
2021
Q2 		$2.53M Buy
6,316
+231
+4% +$92.1K 1.11% 16
2021
Q1 		$2.26M Buy
6,085
+1
+0% +$347 1.05% 16
2020
Q4 		$2.13M Sell
6,084
-2
-0% -$670 1.08% 17
2020
Q3 		$1.9M Buy
6,086
+96
+2% +$29.5K 1.15% 13
2020
Q2 		$1.77M Buy
5,990
+251
+4% +$71.9K 1.15% 13
2020
Q1 		$1.43M Buy
5,739
+1,076
+23% +$296K 1.05% 14
2019
Q4 		$1.37M Buy
4,663
+182
+4% +$47.6K 0.83% 17
2019
Q3 		$974K Buy
4,481
+107
+2% +$25.8K 0.62% 18
2019
Q2 		$1.07M Buy
4,374
+891
+26% +$214K 0.66% 20
2019
Q1 		$861K Buy
3,483
+181
+5% +$46.2K 0.63% 18
2018
Q4 		$823K Buy
3,302
+200
+6% +$52.8K 0.7% 17
2018
Q3 		$825K Buy
3,102
+292
+10% +$76K 0.63% 19
2018
Q2 		$689K Buy
2,810
+176
+7% +$42.3K 0.53% 22
2018
Q1 		$564K Sell
2,634
-25
-0.9% -$5.71K 0.45% 24
2017
Q4 		$586K Buy
2,659
+78
+3% +$16.5K 0.48% 21
2017
Q3 		$506K Sell
2,581
-5
-0.2% -$966 0.45% 21
2017
Q2 		$480K Buy
2,586
+423
+20% +$74.2K 0.44% 21
2017
Q1 		$355K Sell
2,163
-25
-1% -$4.09K 0.34% 26
2016
Q4 		$351K Sell
2,188
-1,456
-40% -$217K 0.36% 25
2016
Q3 		$508K Sell
3,644
-7
-0.2% -$980 0.51% 20
2016
Q2 		$514K Sell
3,651
-60
-2% -$8K 0.54% 21
2016
Q1 		$476K Sell
3,711
-39
-1% -$4.61K 0.53% 20
2015
Q4 		$440K Hold
3,750
– – 0.47% 21
2015
Q3 		$433K Sell
3,750
-27
-0.7% -$3.23K 0.48% 20
2015
Q2 		$465K Sell
3,777
-14
-0.4% -$1.66K 0.47% 19
2015
Q1 		$447K Sell
3,791
-92
-2% -$10.2K 0.46% 20
2014
Q4 		$393K Buy
+3,883
New +$368K 0.4% 22

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

HM Capital Management's UNH Position: Q3 2022 in Review

HM Capital Management increased its UnitedHealth (UNH) stake by 0.45% in Q3 2022, buying an estimated $16.8K and bringing the position to 7,112 shares worth $3.59M. The position accounts for 2.15% of the portfolio, ranked #8.

HM Capital Management first reported a position in UNH in Q4 2014 and has held it in 32 quarters since. The position peaked at $3.64M in Q2 2022. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • HM Capital Management held 7,112 shares of UnitedHealth worth $3.59M as of Q3 2022.
  • HM Capital Management bought 32 UnitedHealth shares in Q3 2022, an estimated $16.8K.
  • UnitedHealth made up 2.15% of HM Capital Management's portfolio in Q3 2022, its #8 holding.
  • HM Capital Management first reported a position in UnitedHealth in Q4 2014 and has held it in 32 quarters since.
  • HM Capital Management's UnitedHealth position peaked at $3.64M in Q2 2022.
  • 2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on HM Capital Management's 13F filing for Q3 2022, filed 7 Nov 2022.