Leelyn Smith’s UnitedHealth UNH Stock Holding History

Leelyn Smith’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
2023 Q1	–	Sell	-317	Closed	-$168K	–	410
2022 Q4	$168K	Buy	317 +45	+17%	+$23.8K	0.05%	116
2022 Q3	$137K	Sell	272 -228	-46%	-$120K	0.05%	109
2022 Q2	$257K	Sell	500 -15	-3%	-$7.53K	0.07%	111
2022 Q1	$263K	Sell	515 -7,299	-93%	-$3.52M	0.07%	102
2021 Q4	$3.92M	Sell	7,814 -14	-0.2%	-$6.34K	1.05%	21
2021 Q3	$3.06M	Buy	7,828 +642	+9%	+$266K	0.89%	24
2021 Q2	$2.88M	Sell	7,186 -363	-5%	-$145K	0.85%	30
2021 Q1	$2.81M	Sell	7,549 -10	-0.1%	-$3.46K	0.84%	29
2020 Q4	$2.65M	Buy	7,559 +193	+3%	+$64.7K	0.85%	28
2020 Q3	$2.3M	Buy	7,366 +301	+4%	+$92.5K	0.81%	28
2020 Q2	$2.08M	Buy	7,065 +658	+10%	+$189K	0.86%	25
2020 Q1	$1.6M	Buy	6,407 +1,549	+32%	+$426K	0.85%	30
2019 Q4	$1.43K	Buy	+4,858	New	+$1.27M	0.69%	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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leelyn Smith's UNH Position: Q1 2023 in Review

Leelyn Smith sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 317 shares — an estimated $168K sold.

Leelyn Smith first reported a position in UNH in Q4 2019 and held it in 13 quarters. The position peaked at $3.92M in Q4 2021. 3,110 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Leelyn Smith reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 317 UnitedHealth shares in Q1 2023, an estimated $168K.
Leelyn Smith first reported a position in UnitedHealth in Q4 2019 and held it in 13 quarters.
Leelyn Smith's UnitedHealth position peaked at $3.92M in Q4 2021.
3,110 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.