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Laurel Wealth Advisors (California)’s UnitedHealth UNH Stock Holding History

Laurel Wealth Advisors (California)’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 		$3.54M Sell
6,682
-101
-1% -$53.5K 0.35% 66
2022
Q3 		$3.43M Buy
6,783
+77
+1% +$40.5K 0.37% 73
2022
Q2 		$3.44M Sell
6,706
-611
-8% -$307K 0.35% 74
2022
Q1 		$3.73M Sell
7,317
-505
-6% -$244K 0.31% 76
2021
Q4 		$3.93M Buy
7,822
+5,654
+261% +$2.56M 0.3% 81
2021
Q3 		$847K Sell
2,168
-581
-21% -$241K 0.16% 160
2021
Q2 		$1.1M Buy
2,749
+394
+17% +$157K 0.14% 162
2021
Q1 		$876K Sell
2,355
-1,001
-30% -$347K 0.13% 174
2020
Q4 		$1.18M Sell
3,356
-78
-2% -$26.1K 0.17% 135
2020
Q3 		$1.07M Buy
3,434
+70
+2% +$21.5K 0.18% 131
2020
Q2 		$992K Buy
3,364
+195
+6% +$55.9K 0.18% 130
2020
Q1 		$790K Sell
3,169
-308
-9% -$84.8K 0.18% 142
2019
Q4 		$1.02M Sell
3,477
-575
-14% -$150K 0.17% 151
2019
Q3 		$881K Buy
4,052
+530
+15% +$128K 0.15% 166
2019
Q2 		$860K Sell
3,522
-321
-8% -$77.2K 0.19% 139
2019
Q1 		$950K Buy
3,843
+640
+20% +$163K 0.23% 116
2018
Q4 		$797K Sell
3,203
-59
-2% -$15.6K 0.23% 112
2018
Q3 		$867K Buy
+3,262
New +$848K 0.21% 117
2018
Q1 		– Sell
-3,233
Closed -$712K – 381
2017
Q4 		$712K Buy
3,233
+793
+33% +$168K 0.2% 115
2017
Q3 		$477K Sell
2,440
-180
-7% -$34.8K 0.16% 153
2017
Q2 		$485K Sell
2,620
-95
-3% -$16.7K 0.17% 152
2017
Q1 		$445K Buy
2,715
+270
+11% +$44.2K 0.17% 152
2016
Q4 		$391K Buy
2,445
+423
+21% +$63.2K 0.17% 149
2016
Q3 		$283K Buy
2,022
+101
+5% +$14.1K 0.13% 184
2016
Q2 		$271K Sell
1,921
-312
-14% -$41.6K 0.13% 188
2016
Q1 		$288K Sell
2,233
-310
-12% -$36.7K 0.14% 179
2015
Q4 		$299K Buy
+2,543
New +$297K 0.15% 173

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

Laurel Wealth Advisors (California)'s UNH Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its UnitedHealth (UNH) stake by 1.5% in Q4 2022, selling an estimated $53.5K and leaving 6,682 shares worth $3.54M. The position accounts for 0.35% of the portfolio, ranked #66.

Laurel Wealth Advisors (California) first reported a position in UNH in Q4 2015 and has held it in 27 quarters since. The position peaked at $3.93M in Q4 2021. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • Laurel Wealth Advisors (California) held 6,682 shares of UnitedHealth worth $3.54M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 101 UnitedHealth shares in Q4 2022, an estimated $53.5K.
  • UnitedHealth made up 0.35% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #66 holding.
  • Laurel Wealth Advisors (California) first reported a position in UnitedHealth in Q4 2015 and has held it in 27 quarters since.
  • Laurel Wealth Advisors (California)'s UnitedHealth position peaked at $3.93M in Q4 2021.
  • 3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.