LGL Partners’s UnitedHealth UNH Stock Holding History

LGL 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 Q4	–	Sell	-942	Closed	-$476K	–	152
2022 Q3	$476K	Buy	+942	New	+$495K	0.1%	63

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

LGL Partners's UNH Position: Q4 2022 in Review

LGL Partners sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 942 shares — an estimated $476K sold.

LGL Partners first reported a position in UNH in Q3 2022 and held it in 1 quarter. The position peaked at $476K in Q3 2022. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

LGL Partners reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 942 UnitedHealth shares in Q4 2022, an estimated $476K.
LGL Partners first reported a position in UnitedHealth in Q3 2022 and held it in 1 quarter.
LGL Partners's UnitedHealth position peaked at $476K in Q3 2022.
3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.