Jess S. Morgan & Co’s UnitedHealth UNH Stock Holding History

Jess S. Morgan & Co’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 Q3	$4.75M	Buy	9,416 +102	+1%	+$53.6K	4.14%	5
2022 Q2	$4.78M	Sell	9,314 -269	-3%	-$135K	4.96%	4
2022 Q1	$4.89M	Sell	9,583 -923	-9%	-$445K	3.56%	4
2021 Q4	$5.28M	Sell	10,506 -300	-3%	-$136K	3.24%	5
2021 Q3	$4.22M	Buy	10,806 +550	+5%	+$228K	2.79%	20
2021 Q2	$4.11M	Sell	10,256 -3	-0%	-$1.2K	2.7%	22
2021 Q1	$3.82M	Buy	10,259 +755	+8%	+$262K	2.67%	16
2020 Q4	$3.33M	Buy	9,504 +940	+11%	+$315K	2.65%	23
2020 Q3	$2.67M	Sell	8,564 -150	-2%	-$46.1K	2.66%	22
2020 Q2	$2.57M	Sell	8,714 -1,427	-14%	-$409K	2.79%	19
2020 Q1	$2.53M	Buy	10,141 +79	+0.8%	+$21.7K	3.29%	14
2019 Q4	$2.96M	Buy	+10,062	New	+$2.63M	2.9%	15

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Jess S. Morgan & Co's UNH Position: Q3 2022 in Review

Jess S. Morgan & Co increased its UnitedHealth (UNH) stake by 1.1% in Q3 2022, buying an estimated $53.6K and bringing the position to 9,416 shares worth $4.75M. The position accounts for 4.14% of the portfolio, ranked #5.

Jess S. Morgan & Co first reported a position in UNH in Q4 2019 and has held it in 12 quarters since. The position peaked at $5.28M in Q4 2021. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

Jess S. Morgan & Co held 9,416 shares of UnitedHealth worth $4.75M as of Q3 2022.
Jess S. Morgan & Co bought 102 UnitedHealth shares in Q3 2022, an estimated $53.6K.
UnitedHealth made up 4.14% of Jess S. Morgan & Co's portfolio in Q3 2022, its #5 holding.
Jess S. Morgan & Co first reported a position in UnitedHealth in Q4 2019 and has held it in 12 quarters since.
Jess S. Morgan & Co's UnitedHealth position peaked at $5.28M in Q4 2021.
2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Jess S. Morgan & Co's 13F filing for Q3 2022, filed 21 Oct 2022.