Klaas Financial Asset Advisors’s UnitedHealth UNH Stock Holding History

Klaas Financial Asset 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
2022 Q4	–	Sell	-131	Closed	-$66K	–	76
2022 Q3	$66K	Hold	131	–	–	0.02%	50
2022 Q2	$67K	Hold	131	–	–	0.02%	49
2022 Q1	$67K	Hold	131	–	–	0.02%	49
2021 Q4	$66K	Buy	131 +1	+0.8%	+$453	0.01%	48
2021 Q3	$51K	Hold	130	–	–	0.01%	51
2021 Q2	$52K	Buy	130 +1	+0.8%	+$399	0.01%	50
2021 Q1	$48K	Sell	129 -9	-7%	-$3.12K	0.01%	42
2020 Q4	$48K	Buy	+138	New	+$46.3K	0.01%	40

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

Klaas Financial Asset Advisors's UNH Position: Q4 2022 in Review

Klaas Financial Asset Advisors sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 131 shares — an estimated $66K sold.

Klaas Financial Asset Advisors first reported a position in UNH in Q4 2020 and held it in 8 quarters. The position peaked at $67K in Q2 2022. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Klaas Financial Asset Advisors reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
Klaas Financial Asset Advisors sold 131 UnitedHealth shares in Q4 2022, an estimated $66K.
Klaas Financial Asset Advisors first reported a position in UnitedHealth in Q4 2020 and held it in 8 quarters.
Klaas Financial Asset Advisors's UnitedHealth position peaked at $67K in Q2 2022.
3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Klaas Financial Asset Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.