Loveless Wealth Management’s UnitedHealth UNH Stock Holding History

Loveless Wealth Management’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 Q2	$485K	Buy	945 +73	+8%	+$36.7K	0.32%	88
2022 Q1	$445K	Buy	872 +235	+37%	+$113K	0.25%	100
2021 Q4	$320K	Buy	637 +88	+16%	+$39.8K	0.18%	114
2021 Q3	$215K	Buy	+549	New	+$227K	0.13%	129

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Loveless Wealth Management's UNH Position: Q2 2022 in Review

Loveless Wealth Management increased its UnitedHealth (UNH) stake by 8.4% in Q2 2022, buying an estimated $36.7K and bringing the position to 945 shares worth $485K. The position accounts for 0.32% of the portfolio, ranked #88.

Loveless Wealth Management first reported a position in UNH in Q3 2021 and has held it in 4 quarters since. 2,958 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Loveless Wealth Management held 945 shares of UnitedHealth worth $485K as of Q2 2022.
Loveless Wealth Management bought 73 UnitedHealth shares in Q2 2022, an estimated $36.7K.
UnitedHealth made up 0.32% of Loveless Wealth Management's portfolio in Q2 2022, its #88 holding.
Loveless Wealth Management first reported a position in UnitedHealth in Q3 2021 and has held it in 4 quarters since.
2,958 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.