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IronBridge Private Wealth’s UnitedHealth UNH Stock Holding History

IronBridge Private Wealth’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
-108
Closed -$54K – 284
2021
Q4 		$54K Buy
108
+1
+0.9% +$453 0.03% 68
2021
Q3 		$42K Hold
107
– – 0.02% 63
2021
Q2 		$43K Hold
107
– – 0.03% 64
2021
Q1 		$40K Hold
107
– – 0.03% 67
2020
Q4 		$37K Buy
+107
New +$35.9K 0.03% 65

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

IronBridge Private Wealth's UNH Position: Q1 2022 in Review

IronBridge Private Wealth sold out of UnitedHealth (UNH) in Q1 2022, closing a stake of 108 shares — an estimated $54K sold.

IronBridge Private Wealth first reported a position in UNH in Q4 2020 and held it in 5 quarters. The position peaked at $54K in Q4 2021. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • IronBridge Private Wealth reported no remaining UnitedHealth position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 108 UnitedHealth shares in Q1 2022, an estimated $54K.
  • IronBridge Private Wealth first reported a position in UnitedHealth in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's UnitedHealth position peaked at $54K in Q4 2021.
  • 2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.