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Investors Financial Group’s UnitedHealth UNH Stock Holding History

Investors Financial Group’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 		– Sell
-1,231
Closed -$619K – 170
2021
Q4 		$619K Sell
1,231
-20
-2% -$9.05K 0.29% 90
2021
Q3 		$489K Sell
1,251
-302
-19% -$125K 0.26% 105
2021
Q2 		$622K Buy
1,553
+42
+3% +$16.7K 0.33% 82
2021
Q1 		$562K Buy
1,511
+131
+9% +$45.4K 0.33% 82
2020
Q4 		$484K Sell
1,380
-73
-5% -$24.5K 0.32% 85
2020
Q3 		$453K Buy
1,453
+231
+19% +$71K 0.34% 81
2020
Q2 		$360K Buy
1,222
+14
+1% +$4.01K 0.3% 89
2020
Q1 		$301K Sell
1,208
-114
-9% -$31.4K 0.3% 88
2019
Q4 		$389K Buy
+1,322
New +$346K 0.32% 82

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Investors Financial Group's UNH Position: Q1 2022 in Review

Investors Financial Group sold out of UnitedHealth (UNH) in Q1 2022, closing a stake of 1,231 shares — an estimated $619K sold.

Investors Financial Group first reported a position in UNH in Q4 2019 and held it in 9 quarters. The position peaked at $622K in Q2 2021. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • Investors Financial Group reported no remaining UnitedHealth position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 1,231 UnitedHealth shares in Q1 2022, an estimated $619K.
  • Investors Financial Group first reported a position in UnitedHealth in Q4 2019 and held it in 9 quarters.
  • Investors Financial Group's UnitedHealth position peaked at $622K in Q2 2021.
  • 2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.