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Lenox Wealth Advisors’s UnitedHealth UNH Stock Holding History

Lenox Wealth Advisors’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 		$753K Sell
1,380
-29
-2% -$14K 0.09% 59
2021
Q4 		$708K Sell
1,409
-99
-7% -$44.8K 0.08% 57
2021
Q3 		$589K Buy
1,508
+244
+19% +$101K 0.08% 59
2021
Q2 		$506K Buy
1,264
+388
+44% +$155K 0.06% 64
2021
Q1 		$326K Sell
876
-557
-39% -$193K 0.04% 65
2020
Q4 		$503K Buy
1,433
+72
+5% +$24.1K 0.07% 50
2020
Q3 		$424K Buy
1,361
+36
+3% +$11.1K 0.06% 51
2020
Q2 		$391K Sell
1,325
-62
-4% -$17.8K 0.06% 47
2020
Q1 		$346K Buy
1,387
+57
+4% +$15.7K 0.06% 47
2019
Q4 		$391K Buy
1,330
+32
+2% +$8.37K 0.06% 58
2019
Q3 		$282K Sell
1,298
-123
-9% -$29.7K 0.05% 63
2019
Q2 		$347K Buy
1,421
+110
+8% +$26.5K 0.06% 51
2019
Q1 		$324K Hold
1,311
– – 0.06% 49
2018
Q4 		$327K Hold
1,311
– – 0.07% 51
2018
Q3 		$349K Buy
1,311
+916
+232% +$238K 0.07% 48
2018
Q2 		$97K Sell
395
-83
-17% -$19.9K 0.02% 86
2018
Q1 		$102K Buy
478
+419
+710% +$95.7K 0.02% 101
2017
Q4 		$13K Buy
59
+54
+1,080% +$11.4K ﹤0.01% 157
2017
Q3 		$1K Buy
+5
New +$966 ﹤0.01% 214
2016
Q1 		– Sell
-148
Closed -$17K – 409
2015
Q4 		$17K Sell
148
-22
-13% -$2.57K 0.01% 154
2015
Q3 		$20K Buy
170
+159
+1,445% +$19K 0.01% 133
2015
Q2 		$1K Sell
11
-159
-94% -$18.8K ﹤0.01% 286
2015
Q1 		$20K Hold
170
– – 0.01% 128
2014
Q4 		$17K Sell
170
-108
-39% -$10.2K 0.01% 142
2014
Q3 		$24K Hold
278
– – 0.01% 123
2014
Q2 		$23K Buy
278
+159
+134% +$12.5K 0.01% 99
2014
Q1 		$10K Sell
119
-131
-52% -$9.86K 0.01% 131
2013
Q4 		$19K Sell
250
-106
-30% -$7.62K 0.01% 117
2013
Q3 		$25K Buy
356
+175
+97% +$12.5K 0.02% 54
2013
Q2 		$12K Buy
+181
New +$11.3K 0.01% 102

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Lenox Wealth Advisors's UNH Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its UnitedHealth (UNH) stake by 2.1% in Q1 2022, selling an estimated $14K and leaving 1,380 shares worth $753K. The position accounts for 0.09% of the portfolio, ranked #59.

Lenox Wealth Advisors first reported a position in UNH in Q2 2013 and has held it in 30 quarters since. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • Lenox Wealth Advisors held 1,380 shares of UnitedHealth worth $753K as of Q1 2022.
  • Lenox Wealth Advisors sold 29 UnitedHealth shares in Q1 2022, an estimated $14K.
  • UnitedHealth made up 0.09% of Lenox Wealth Advisors's portfolio in Q1 2022, its #59 holding.
  • Lenox Wealth Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 30 quarters since.
  • 2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.