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L. Roy Papp & Associates’s UnitedHealth UNH Stock Holding History

L. Roy Papp & 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
2022
Q4 		– Sell
-428
Closed -$216K – 170
2022
Q3 		$216K Sell
428
-5
-1% -$2.63K 0.03% 158
2022
Q2 		$222K Buy
+433
New +$217K 0.03% 161

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

L. Roy Papp & Associates's UNH Position: Q4 2022 in Review

L. Roy Papp & Associates sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 428 shares — an estimated $216K sold.

L. Roy Papp & Associates first reported a position in UNH in Q2 2022 and held it in 2 quarters. The position peaked at $222K in Q2 2022. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • L. Roy Papp & Associates reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
  • L. Roy Papp & Associates sold 428 UnitedHealth shares in Q4 2022, an estimated $216K.
  • L. Roy Papp & Associates first reported a position in UnitedHealth in Q2 2022 and held it in 2 quarters.
  • L. Roy Papp & Associates's UnitedHealth position peaked at $222K in Q2 2022.
  • 3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on L. Roy Papp & Associates's 13F filing for Q4 2022, filed 17 Jan 2023.