HNP Capital’s UnitedHealth UNH Stock Holding History

HNP Capital’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	$1.43M	Hold	3,024	–	–	0.4%	63
2022 Q4	$1.6M	Hold	3,024	–	–	0.45%	59
2022 Q3	$1.53M	Sell	3,024 -4	-0.1%	-$2.1K	0.44%	57
2022 Q2	$1.55M	Sell	3,028 -55	-2%	-$27.6K	0.43%	60
2022 Q1	$1.57M	Sell	3,083 -196	-6%	-$94.5K	0.37%	64
2021 Q4	$1.65M	Buy	3,279 +4	+0.1%	+$1.81K	0.37%	65
2021 Q3	$1.28M	Hold	3,275	–	–	0.32%	73
2021 Q2	$1.31M	Sell	3,275 -24	-0.7%	-$9.57K	0.35%	71
2021 Q1	$1.23M	Sell	3,299 -401	-11%	-$139K	0.36%	70
2020 Q4	$1.3M	Buy	3,700 +676	+22%	+$227K	0.42%	58
2020 Q3	$1.05M	Sell	3,024 -3	-0.1%	-$922	0.39%	66
2020 Q2	$903K	Buy	3,027 +1,816	+150%	+$520K	0.37%	64
2020 Q1	$332K	Sell	1,211 -1,816	-60%	-$500K	0.05%	184
2019 Q4	$893K	Buy	3,027 +136	+5%	+$35.6K	0.38%	59
2019 Q3	$623K	Hold	2,891	–	–	0.34%	60
2019 Q2	$705K	Hold	2,891	–	–	0.41%	53
2019 Q1	$715K	Hold	2,891	–	–	0.44%	51
2018 Q4	$720K	Buy	+2,891	New	+$764K	0.48%	48

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HNP Capital's UNH Position: Q1 2023 in Review

HNP Capital held its UnitedHealth (UNH) position steady in Q1 2023 at 3,024 shares worth $1.43M. The position accounts for 0.4% of the portfolio, ranked #63.

HNP Capital first reported a position in UNH in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.65M in Q4 2021. 3,110 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

HNP Capital held 3,024 shares of UnitedHealth worth $1.43M as of Q1 2023.
HNP Capital left its UnitedHealth share count unchanged in Q1 2023.
UnitedHealth made up 0.4% of HNP Capital's portfolio in Q1 2023, its #63 holding.
HNP Capital first reported a position in UnitedHealth in Q4 2018 and has held it in 18 quarters since.
HNP Capital's UnitedHealth position peaked at $1.65M in Q4 2021.
3,110 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on HNP Capital's 13F filing for Q1 2023, filed 18 May 2023.