Jeereddi Investments’s UnitedHealth UNH Stock Holding History

Jeereddi Investments’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 Q4	$572K	Hold	1,079	–	–	1.5%	19
2022 Q3	$545K	Sell	1,079 -96	-8%	-$50.5K	1.24%	18
2022 Q2	$604K	Hold	1,175	–	–	1.25%	18
2022 Q1	$599K	Hold	1,175	–	–	0.62%	32
2021 Q4	$590K	Sell	1,175 -93	-7%	-$42.1K	0.57%	35
2021 Q3	$495K	Hold	1,268	–	–	0.44%	39
2021 Q2	$508K	Sell	1,268 -532	-30%	-$212K	0.42%	39
2021 Q1	$670K	Hold	1,800	–	–	0.48%	33
2020 Q4	$631K	Hold	1,800	–	–	0.52%	33
2020 Q3	$561K	Hold	1,800	–	–	0.53%	35
2020 Q2	$531K	Hold	1,800	–	–	0.56%	31
2020 Q1	$449K	Sell	1,800 -700	-28%	-$193K	0.61%	29
2019 Q4	$735K	Buy	+2,500	New	+$654K	0.63%	33

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jeereddi Investments's UNH Position: Q4 2022 in Review

Jeereddi Investments held its UnitedHealth (UNH) position steady in Q4 2022 at 1,079 shares worth $572K. The position accounts for 1.5% of the portfolio, ranked #19.

Jeereddi Investments first reported a position in UNH in Q4 2019 and has held it in 13 quarters since. The position peaked at $735K in Q4 2019. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Jeereddi Investments held 1,079 shares of UnitedHealth worth $572K as of Q4 2022.
Jeereddi Investments left its UnitedHealth share count unchanged in Q4 2022.
UnitedHealth made up 1.5% of Jeereddi Investments's portfolio in Q4 2022, its #19 holding.
Jeereddi Investments first reported a position in UnitedHealth in Q4 2019 and has held it in 13 quarters since.
Jeereddi Investments's UnitedHealth position peaked at $735K in Q4 2019.
3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Jeereddi Investments's 13F filing for Q4 2022, filed 14 Feb 2023.