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Leverty Financial Group’s UnitedHealth UNH Stock Holding History

Leverty Financial Group’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
-68
Closed -$34K – 118
2021
Q4 		$34K Buy
+68
New +$30.8K 0.03% 61

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

Leverty Financial Group's UNH Position: Q1 2022 in Review

Leverty Financial Group sold out of UnitedHealth (UNH) in Q1 2022, closing a stake of 68 shares — an estimated $34K sold.

Leverty Financial Group first reported a position in UNH in Q4 2021 and held it in 1 quarter. The position peaked at $34K in Q4 2021. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • Leverty Financial Group reported no remaining UnitedHealth position as of Q1 2022 after selling out during the quarter.
  • Leverty Financial Group sold 68 UnitedHealth shares in Q1 2022, an estimated $34K.
  • Leverty Financial Group first reported a position in UnitedHealth in Q4 2021 and held it in 1 quarter.
  • Leverty Financial Group's UnitedHealth position peaked at $34K in Q4 2021.
  • 2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Leverty Financial Group's 13F filing for Q1 2022, filed 20 Apr 2022.