Intersect Capital’s UnitedHealth UNH Stock Holding History

Intersect 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
2022 Q2	$2.41M	Buy	4,695 +876	+23%	+$440K	0.73%	25
2022 Q1	$1.95M	Buy	3,819 +439	+13%	+$212K	0.37%	53
2021 Q4	$1.7M	Sell	3,380 -246	-7%	-$111K	0.31%	64
2021 Q3	$1.42M	Buy	3,626 +108	+3%	+$44.7K	0.24%	77
2021 Q2	$1.41M	Buy	3,518 +345	+11%	+$138K	0.25%	79
2021 Q1	$1.18M	Sell	3,173 -190	-6%	-$65.8K	0.24%	81
2020 Q4	$1.18M	Buy	3,363 +490	+17%	+$164K	0.26%	73
2020 Q3	$896K	Buy	2,873 +547	+24%	+$168K	0.24%	77
2020 Q2	$686K	Buy	2,326 +192	+9%	+$55K	0.22%	75
2020 Q1	$532K	Buy	2,134 +437	+26%	+$120K	0.21%	86
2019 Q4	$499K	Buy	1,697 +266	+19%	+$69.6K	0.17%	99
2019 Q3	$311K	Buy	1,431 +14	+1%	+$3.38K	0.12%	127
2019 Q2	$346K	Sell	1,417 -378	-21%	-$90.9K	0.13%	121
2019 Q1	$444K	Buy	+1,795	New	+$458K	0.19%	86
2018 Q3	–	Sell	-952	Closed	-$234K	–	133
2018 Q2	$234K	Hold	952	–	–	0.11%	111
2018 Q1	$204K	Buy	+952	New	+$217K	0.11%	116
2015 Q2	–	Sell	-164	Closed	-$18K	–	350
2015 Q1	$18K	Hold	164	–	–	0.01%	283
2014 Q4	$17K	Buy	+164	New	+$15.5K	0.01%	297

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

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

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

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

Intersect Capital's UNH Position: Q2 2022 in Review

Intersect Capital increased its UnitedHealth (UNH) stake by 23% in Q2 2022, buying an estimated $440K and bringing the position to 4,695 shares worth $2.41M. The position accounts for 0.73% of the portfolio, ranked #25.

Intersect Capital first reported a position in UNH in Q4 2014 and has held it in 18 quarters since. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Intersect Capital held 4,695 shares of UnitedHealth worth $2.41M as of Q2 2022.
Intersect Capital bought 876 UnitedHealth shares in Q2 2022, an estimated $440K.
UnitedHealth made up 0.73% of Intersect Capital's portfolio in Q2 2022, its #25 holding.
Intersect Capital first reported a position in UnitedHealth in Q4 2014 and has held it in 18 quarters since.
2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.