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Joseph P. Lucia & Associates’s UnitedHealth UNH Stock Holding History

Joseph P. Lucia & Associates’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 		– Sell
-7
Closed -$3K – 519
2021
Q3 		$3K Hold
7
– – ﹤0.01% 496
2021
Q2 		$3K Hold
7
– – ﹤0.01% 495
2021
Q1 		$3K Buy
+7
New +$2.43K ﹤0.01% 470

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

Joseph P. Lucia & Associates's UNH Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of UnitedHealth (UNH) in Q4 2021, closing a stake of 7 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in UNH in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 2,903 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining UnitedHealth position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 7 UnitedHealth shares in Q4 2021, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in UnitedHealth in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's UnitedHealth position peaked at $3K in Q3 2021.
  • 2,903 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.