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Investment Management of Virginia’s UnitedHealth UNH Stock Holding History

Investment Management of Virginia’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 		$1.35M Sell
2,850
-148
-5% -$71.4K 0.26% 110
2022
Q4 		$1.59M Sell
2,998
-123
-4% -$65.2K 0.31% 94
2022
Q3 		$1.58M Buy
3,121
+26
+0.8% +$13.7K 0.34% 86
2022
Q2 		$1.59M Hold
3,095
– – 0.33% 90
2022
Q1 		$1.58M Sell
3,095
-105
-3% -$50.6K 0.28% 97
2021
Q4 		$1.61M Buy
3,200
+23
+0.7% +$10.4K 0.26% 103
2021
Q3 		$1.24M Hold
3,177
– – 0.24% 107
2021
Q2 		$1.27M Sell
3,177
-250
-7% -$99.7K 0.24% 106
2021
Q1 		$1.27M Sell
3,427
-64
-2% -$22.2K 0.26% 104
2020
Q4 		$1.22M Buy
3,491
+50
+1% +$16.8K 0.27% 102
2020
Q3 		$1.07M Sell
3,441
-310
-8% -$95.2K 0.27% 100
2020
Q2 		$1.11M Sell
3,751
-21
-0.6% -$6.02K 0.28% 93
2020
Q1 		$941K Sell
3,772
-30
-0.8% -$8.26K 0.29% 96
2019
Q4 		$1.12M Buy
3,802
+15
+0.4% +$3.92K 0.26% 89
2019
Q3 		$823K Buy
3,787
+70
+2% +$16.9K 0.2% 105
2019
Q2 		$907K Sell
3,717
-3,707
-50% -$892K 0.22% 107
2019
Q1 		$1.84M Buy
+7,424
New +$1.89M 0.22% 116

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investment Management of Virginia's UNH Position: Q1 2023 in Review

Investment Management of Virginia reduced its UnitedHealth (UNH) stake by 4.9% in Q1 2023, selling an estimated $71.4K and leaving 2,850 shares worth $1.35M. The position accounts for 0.26% of the portfolio, ranked #110.

Investment Management of Virginia first reported a position in UNH in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.84M in Q1 2019. 3,111 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

  • Investment Management of Virginia held 2,850 shares of UnitedHealth worth $1.35M as of Q1 2023.
  • Investment Management of Virginia sold 148 UnitedHealth shares in Q1 2023, an estimated $71.4K.
  • UnitedHealth made up 0.26% of Investment Management of Virginia's portfolio in Q1 2023, its #110 holding.
  • Investment Management of Virginia first reported a position in UnitedHealth in Q1 2019 and has held it in 17 quarters since.
  • Investment Management of Virginia's UnitedHealth position peaked at $1.84M in Q1 2019.
  • 3,111 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.