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Hotaling Investment Management’s UnitedHealth UNH Stock Holding History

Hotaling Investment 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 		$6.32M Buy
11,915
+105
+0.9% +$55.6K 2.86% 5
2022
Q3 		$5.96M Sell
11,810
-2,076
-15% -$1.09M 2.86% 6
2022
Q2 		$7.13M Buy
13,886
+596
+4% +$299K 3.1% 6
2022
Q1 		$6.78M Buy
13,290
+80
+0.6% +$38.6K 2.6% 6
2021
Q4 		$6.63M Buy
13,210
+152
+1% +$68.8K 2.3% 7
2021
Q3 		$5.1M Buy
13,058
+158
+1% +$65.4K 2.12% 7
2021
Q2 		$5.17M Sell
12,900
-78
-0.6% -$31.1K 2.1% 6
2021
Q1 		$4.83M Buy
12,978
+102
+0.8% +$35.3K 2.17% 8
2020
Q4 		$4.51M Buy
12,876
+33
+0.3% +$11.1K 2.11% 9
2020
Q3 		$4M Buy
12,843
+214
+2% +$65.7K 2.16% 8
2020
Q2 		$3.73M Buy
12,629
+139
+1% +$39.8K 2.15% 9
2020
Q1 		$3.12M Buy
12,490
+4,861
+64% +$1.34M 2.32% 9
2019
Q4 		$2.24M Sell
7,629
-111
-1% -$29K 1.29% 24
2019
Q3 		$1.68M Buy
7,740
+11
+0.1% +$2.65K 1.08% 33
2019
Q2 		$1.89M Buy
7,729
+311
+4% +$74.8K 1.21% 25
2019
Q1 		$1.83M Buy
7,418
+175
+2% +$44.6K 1.24% 24
2018
Q4 		$1.8M Buy
+7,243
New +$1.91M 1.47% 23

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

Hotaling Investment Management's UNH Position: Q4 2022 in Review

Hotaling Investment Management increased its UnitedHealth (UNH) stake by 0.89% in Q4 2022, buying an estimated $55.6K and bringing the position to 11,915 shares worth $6.32M. The position accounts for 2.86% of the portfolio, ranked #5.

Hotaling Investment Management first reported a position in UNH in Q4 2018 and has held it in 17 quarters since. The position peaked at $7.13M in Q2 2022. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • Hotaling Investment Management held 11,915 shares of UnitedHealth worth $6.32M as of Q4 2022.
  • Hotaling Investment Management bought 105 UnitedHealth shares in Q4 2022, an estimated $55.6K.
  • UnitedHealth made up 2.86% of Hotaling Investment Management's portfolio in Q4 2022, its #5 holding.
  • Hotaling Investment Management first reported a position in UnitedHealth in Q4 2018 and has held it in 17 quarters since.
  • Hotaling Investment Management's UnitedHealth position peaked at $7.13M in Q2 2022.
  • 3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.