IP
UNH icon

Innovative Portfolios’s UnitedHealth UNH Stock Holding History

Innovative Portfolios’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
2021
Q4 		$365K Hold
727
– – 0.85% 12
2021
Q3 		$365K Hold
727
– – 0.85% 12
2021
Q2 		$291K Buy
727
+5
+0.7% +$1.99K 0.78% 20
2021
Q1 		$269K Buy
+722
New +$250K 0.01% 11

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Innovative Portfolios's UNH Position: Q4 2021 in Review

Innovative Portfolios held its UnitedHealth (UNH) position steady in Q4 2021 at 727 shares worth $365K. The position accounts for 0.85% of the portfolio, ranked #12.

Innovative Portfolios first reported a position in UNH in Q1 2021 and has held it in 4 quarters since. 2,903 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

  • Innovative Portfolios held 727 shares of UnitedHealth worth $365K as of Q4 2021.
  • Innovative Portfolios left its UnitedHealth share count unchanged in Q4 2021.
  • UnitedHealth made up 0.85% of Innovative Portfolios's portfolio in Q4 2021, its #12 holding.
  • Innovative Portfolios first reported a position in UnitedHealth in Q1 2021 and has held it in 4 quarters since.
  • 2,903 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Innovative Portfolios's 13F filing for Q4 2021, filed 3 Feb 2022.