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Johanson Financial Advisors’s UnitedHealth UNH Stock Holding History

Johanson Financial Advisors’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
2021
Q4 		$7.52M Buy
14,977
+460
+3% +$208K 2.3% 9
2021
Q3 		$5.67M Buy
14,517
+298
+2% +$123K 1.95% 15
2021
Q2 		$5.97M Buy
14,219
+628
+5% +$250K 2.02% 15
2021
Q1 		$5.11M Buy
13,591
+279
+2% +$96.7K 1.86% 18
2020
Q4 		$4.67M Buy
13,312
+407
+3% +$136K 1.88% 16
2020
Q3 		$4.11M Buy
12,905
+197
+2% +$60.5K 1.84% 16
2020
Q2 		$3.75M Buy
12,708
+445
+4% +$128K 1.87% 15
2020
Q1 		$3.06M Sell
12,263
-3,372,156
-100% -$928M 1.76% 19
2019
Q4 		$11.5M Buy
3,384,419
+3,372,763
+28,936% +$882M 0.55% 37
2019
Q3 		$2.53M Buy
11,656
+423
+4% +$102K 1.32% 26
2019
Q2 		$2.75M Buy
11,233
+307
+3% +$73.8K 1.46% 22
2019
Q1 		$2.71M Buy
10,926
+877
+9% +$224K 1.52% 20
2018
Q4 		$2.5M Buy
10,049
+617
+7% +$163K 1.68% 19
2018
Q3 		$2.51M Buy
9,432
+604
+7% +$157K 1.45% 21
2018
Q2 		$2.17M Buy
8,828
+415
+5% +$99.6K 1.38% 23
2018
Q1 		$1.8M Buy
8,413
+192
+2% +$43.9K 1.19% 26
2017
Q4 		$1.81M Buy
8,221
+1,118
+16% +$237K 1.2% 25
2017
Q3 		$1.39M Buy
7,103
+301
+4% +$58.1K 1.02% 27
2017
Q2 		$1.26M Buy
6,802
+285
+4% +$50K 1.03% 26
2017
Q1 		$1.07M Buy
+6,517
New +$1.07M 0.94% 29
2016
Q4 		– Sell
-5,457
Closed -$762K – 57
2016
Q3 		$762K Buy
5,457
+433
+9% +$60.6K 0.82% 33
2016
Q2 		$712K Buy
5,024
+624
+14% +$83.2K 0.84% 33
2016
Q1 		$563K Buy
4,400
+36
+0.8% +$4.26K 0.69% 39
2015
Q4 		$511K Buy
+4,364
New +$510K 0.67% 40

Other funds holding UNH

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Johanson Financial Advisors's UNH Position: Q4 2021 in Review

Johanson Financial Advisors increased its UnitedHealth (UNH) stake by 3.2% in Q4 2021, buying an estimated $208K and bringing the position to 14,977 shares worth $7.52M. The position accounts for 2.3% of the portfolio, ranked #9.

Johanson Financial Advisors first reported a position in UNH in Q4 2015 and has held it in 24 quarters since. The position peaked at $11.5M in Q4 2019. 2,902 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

  • Johanson Financial Advisors held 14,977 shares of UnitedHealth worth $7.52M as of Q4 2021.
  • Johanson Financial Advisors bought 460 UnitedHealth shares in Q4 2021, an estimated $208K.
  • UnitedHealth made up 2.3% of Johanson Financial Advisors's portfolio in Q4 2021, its #9 holding.
  • Johanson Financial Advisors first reported a position in UnitedHealth in Q4 2015 and has held it in 24 quarters since.
  • Johanson Financial Advisors's UnitedHealth position peaked at $11.5M in Q4 2019.
  • 2,902 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.