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Legacy Capital Partners’s UnitedHealth UNH Stock Holding History

Legacy Capital Partners’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 		$4.13M Sell
8,105
-30
-0.4% -$14.5K 1.36% 23
2021
Q4 		$4.08M Buy
8,135
+30
+0.4% +$13.6K 1.32% 23
2021
Q3 		$3.17M Sell
8,105
-7
-0.1% -$2.9K 1.15% 24
2021
Q2 		$3.25M Sell
8,112
-350
-4% -$140K 1.16% 24
2021
Q1 		$3.15M Buy
8,462
+396
+5% +$137K 1.19% 25
2020
Q4 		$2.83M Sell
8,066
-865
-10% -$290K 1.11% 25
2020
Q3 		$2.78M Sell
8,931
-90
-1% -$27.6K 1.13% 28
2020
Q2 		$2.66M Sell
9,021
-100
-1% -$28.7K 1.14% 25
2020
Q1 		$2.27M Sell
9,121
-90
-1% -$24.8K 1.13% 27
2019
Q4 		$2.71M Sell
9,211
-130
-1% -$34K 1.09% 35
2019
Q3 		$2.03M Sell
9,341
-340
-4% -$82K 0.89% 41
2019
Q2 		$2.36M Buy
9,681
+100
+1% +$24.1K 1.05% 37
2019
Q1 		$2.37M Sell
9,581
-225
-2% -$57.4K 1.11% 33
2018
Q4 		$2.44M Sell
9,806
-479
-5% -$127K 1.29% 28
2018
Q3 		$2.73M Sell
10,285
-275
-3% -$71.5K 1.26% 29
2018
Q2 		$2.59M Sell
10,560
-200
-2% -$48K 1.27% 27
2018
Q1 		$2.3M Sell
10,760
-975
-8% -$223K 1.15% 34
2017
Q4 		$2.59M Buy
11,735
+65
+0.6% +$13.8K 1.28% 31
2017
Q3 		$2.29M Sell
11,670
-395
-3% -$76.3K 1.2% 33
2017
Q2 		$2.24M Buy
12,065
+3,745
+45% +$657K 1.21% 32
2017
Q1 		$1.36M Buy
8,320
+1,925
+30% +$315K 0.77% 50
2016
Q4 		$1.02M Buy
6,395
+75
+1% +$11.2K 0.62% 53
2016
Q3 		$885K Buy
6,320
+140
+2% +$19.6K 0.56% 56
2016
Q2 		$873K Buy
6,180
+900
+17% +$120K 0.54% 58
2016
Q1 		$681K Buy
5,280
+3,250
+160% +$384K 0.44% 63
2015
Q4 		$239K Buy
2,030
+130
+7% +$15.2K 0.15% 102
2015
Q3 		$221K Buy
+1,900
New +$227K 0.15% 103

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Legacy Capital Partners's UNH Position: Q1 2022 in Review

Legacy Capital Partners reduced its UnitedHealth (UNH) stake by 0.37% in Q1 2022, selling an estimated $14.5K and leaving 8,105 shares worth $4.13M. The position accounts for 1.36% of the portfolio, ranked #23.

Legacy Capital Partners first reported a position in UNH in Q3 2015 and has held it in 27 quarters since. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • Legacy Capital Partners held 8,105 shares of UnitedHealth worth $4.13M as of Q1 2022.
  • Legacy Capital Partners sold 30 UnitedHealth shares in Q1 2022, an estimated $14.5K.
  • UnitedHealth made up 1.36% of Legacy Capital Partners's portfolio in Q1 2022, its #23 holding.
  • Legacy Capital Partners first reported a position in UnitedHealth in Q3 2015 and has held it in 27 quarters since.
  • 2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.