Mariner Independent Advisor Network’s UnitedHealth UNH Stock Holding History

Mariner Independent Advisor Network’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 Q3	$5.69M	Buy	11,274 +66	+0.6%	+$34.7K	0.24%	102
2022 Q2	$5.76M	Buy	11,208 +391	+4%	+$196K	0.24%	102
2022 Q1	$5.53M	Buy	+10,817	New	+$5.22M	0.21%	118
2019 Q2	–	Sell	-11,544	Closed	-$2.84M	–	388
2019 Q1	$2.84M	Buy	+11,544	New	+$2.94M	0.24%	105
2018 Q2	–	Sell	-10,896	Closed	-$2.33M	–	297
2018 Q1	$2.33M	Buy	+10,896	New	+$2.49M	0.14%	124

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Mariner Independent Advisor Network's UNH Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its UnitedHealth (UNH) stake by 0.59% in Q3 2022, buying an estimated $34.7K and bringing the position to 11,274 shares worth $5.69M. The position accounts for 0.24% of the portfolio, ranked #102.

Mariner Independent Advisor Network first reported a position in UNH in Q1 2018 and has held it in 5 quarters since. The position peaked at $5.76M in Q2 2022. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

Mariner Independent Advisor Network held 11,274 shares of UnitedHealth worth $5.69M as of Q3 2022.
Mariner Independent Advisor Network bought 66 UnitedHealth shares in Q3 2022, an estimated $34.7K.
UnitedHealth made up 0.24% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #102 holding.
Mariner Independent Advisor Network first reported a position in UnitedHealth in Q1 2018 and has held it in 5 quarters since.
Mariner Independent Advisor Network's UnitedHealth position peaked at $5.76M in Q2 2022.
2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.