MD Financial Management’s UnitedHealth UNH Stock Holding History

MD Financial 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
2021 Q4	$3.71M	Buy	7,380 +263	+4%	+$119K	0.09%	77
2021 Q3	$2.78M	Buy	7,117 +448	+7%	+$186K	0.07%	102
2021 Q2	$2.67M	Sell	6,669 -16,506	-71%	-$6.58M	0.08%	104
2021 Q1	$8.62M	Buy	23,175 +23,160	+154,400%	+$8.03M	0.25%	56
2020 Q4	$5K	Buy	+15	New	+$5.03K	﹤0.01%	110

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MD Financial Management's UNH Position: Q4 2021 in Review

MD Financial Management increased its UnitedHealth (UNH) stake by 3.7% in Q4 2021, buying an estimated $119K and bringing the position to 7,380 shares worth $3.71M. The position accounts for 0.09% of the portfolio, ranked #77.

MD Financial Management first reported a position in UNH in Q4 2020 and has held it in 5 quarters since. The position peaked at $8.62M in Q1 2021. 2,901 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

MD Financial Management held 7,380 shares of UnitedHealth worth $3.71M as of Q4 2021.
MD Financial Management bought 263 UnitedHealth shares in Q4 2021, an estimated $119K.
UnitedHealth made up 0.09% of MD Financial Management's portfolio in Q4 2021, its #77 holding.
MD Financial Management first reported a position in UnitedHealth in Q4 2020 and has held it in 5 quarters since.
MD Financial Management's UnitedHealth position peaked at $8.62M in Q1 2021.
2,901 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.