IndexIQ Advisors’s UnitedHealth UNH Stock Holding History

IndexIQ Advisors’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 Q1	$11.7M	Sell	23,011 -1,372	-6%	-$662K	0.42%	50
2021 Q4	$12.2M	Buy	24,383 +423	+2%	+$191K	0.41%	41
2021 Q3	$9.36M	Sell	23,960 -155	-0.6%	-$64.2K	0.31%	62
2021 Q2	$9.66M	Buy	24,115 +175	+0.7%	+$69.8K	0.33%	53
2021 Q1	$8.91M	Buy	23,940 +3,103	+15%	+$1.08M	0.32%	58
2020 Q4	$7.31M	Buy	20,837 +13,243	+174%	+$4.44M	0.27%	59
2020 Q3	$2.37M	Sell	7,594 -39	-0.5%	-$12K	0.1%	155
2020 Q2	$2.25M	Sell	7,633 -226	-3%	-$64.8K	0.1%	149
2020 Q1	$1.96M	Buy	+7,859	New	+$2.16M	0.09%	139
2017 Q2	–	Sell	-1	Closed	–	–	583
2017 Q1	$0	Buy	+1	New	+$164	﹤0.01%	333

Other funds holding UNH

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

IndexIQ Advisors's UNH Position: Q1 2022 in Review

IndexIQ Advisors reduced its UnitedHealth (UNH) stake by 5.6% in Q1 2022, selling an estimated $662K and leaving 23,011 shares worth $11.7M. The position accounts for 0.42% of the portfolio, ranked #50.

IndexIQ Advisors first reported a position in UNH in Q1 2017 and has held it in 10 quarters since. The position peaked at $12.2M in Q4 2021. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

IndexIQ Advisors held 23,011 shares of UnitedHealth worth $11.7M as of Q1 2022.
IndexIQ Advisors sold 1,372 UnitedHealth shares in Q1 2022, an estimated $662K.
UnitedHealth made up 0.42% of IndexIQ Advisors's portfolio in Q1 2022, its #50 holding.
IndexIQ Advisors first reported a position in UnitedHealth in Q1 2017 and has held it in 10 quarters since.
IndexIQ Advisors's UnitedHealth position peaked at $12.2M in Q4 2021.
2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.