Lake Point Wealth Management’s UnitedHealth UNH Stock Holding History

Lake Point Wealth Management’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 Q1	–	Sell	-100	Closed	-$50K	–	483
2021 Q4	$50K	Hold	100	–	–	0.02%	73
2021 Q3	$39K	Hold	100	–	–	0.02%	70
2021 Q2	$40K	Buy	+100	New	+$39.9K	0.02%	75
2020 Q1	$12K	Buy	+48	New	+$13.2K	0.01%	100
2019 Q2	$7K	Hold	30	–	–	﹤0.01%	384
2019 Q1	$7K	Sell	30 -1,105	-97%	-$282K	﹤0.01%	384
2018 Q4	$283K	Buy	+1,135	New	+$300K	0.11%	109

Other funds holding UNH

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Lake Point Wealth Management's UNH Position: Q1 2022 in Review

Lake Point Wealth Management sold out of UnitedHealth (UNH) in Q1 2022, closing a stake of 100 shares — an estimated $50K sold.

Lake Point Wealth Management first reported a position in UNH in Q4 2018 and held it in 7 quarters. The position peaked at $283K in Q4 2018. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

Lake Point Wealth Management reported no remaining UnitedHealth position as of Q1 2022 after selling out during the quarter.
Lake Point Wealth Management sold 100 UnitedHealth shares in Q1 2022, an estimated $50K.
Lake Point Wealth Management first reported a position in UnitedHealth in Q4 2018 and held it in 7 quarters.
Lake Point Wealth Management's UnitedHealth position peaked at $283K in Q4 2018.
2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.