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Meristem Family Wealth’s UnitedHealth UNH Stock Holding History

Meristem Family Wealth’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 		$6.46M Sell
12,665
-47,570
-79% -$22.9M 0.7% 17
2021
Q4 		$30.2M Buy
60,235
+399
+0.7% +$181K 2.59% 6
2021
Q3 		$23.4M Buy
59,836
+54,091
+942% +$22.4M 2.25% 6
2021
Q2 		$2.3M Buy
5,745
+1,248
+28% +$498K 0.36% 35
2021
Q1 		$1.67M Buy
4,497
+300
+7% +$104K 0.34% 38
2020
Q4 		$1.47M Sell
4,197
-387
-8% -$130K 0.31% 40
2020
Q3 		$1.43M Sell
4,584
-227
-5% -$69.7K 0.37% 42
2020
Q2 		$1.42M Sell
4,811
-777
-14% -$223K 0.39% 39
2020
Q1 		$1.39M Buy
5,588
+912
+20% +$251K 0.43% 39
2019
Q4 		$1.38M Buy
4,676
+1,155
+33% +$302K 0.34% 45
2019
Q3 		$765K Sell
3,521
-1,662
-32% -$401K 0.21% 67
2019
Q2 		$1.26M Buy
5,183
+2,400
+86% +$577K 0.39% 43
2019
Q1 		$688K Sell
2,783
-25
-0.9% -$6.38K 0.23% 59
2018
Q4 		$700K Sell
2,808
-105
-4% -$27.7K 0.26% 53
2018
Q3 		$775K Buy
2,913
+126
+5% +$32.8K 0.27% 50
2018
Q2 		$684K Buy
2,787
+925
+50% +$222K 0.24% 52
2018
Q1 		$398K Hold
1,862
– – 0.14% 82
2017
Q4 		$410K Buy
1,862
+77
+4% +$16.3K 0.15% 75
2017
Q3 		$350K Hold
1,785
– – 0.14% 78
2017
Q2 		$331K Hold
1,785
– – 0.14% 78
2017
Q1 		$293K Buy
1,785
+34
+2% +$5.57K 0.12% 85
2016
Q4 		$280K Sell
1,751
-427
-20% -$63.8K 0.11% 86
2016
Q3 		$305K Buy
2,178
+48
+2% +$6.72K 0.13% 85
2016
Q2 		$301K Sell
2,130
-284
-12% -$37.9K 0.13% 77
2016
Q1 		$311K Sell
2,414
-10
-0.4% -$1.18K 0.14% 83
2015
Q4 		$285K Buy
+2,424
New +$283K 0.11% 91
2015
Q3 		– Sell
-2,424
Closed -$296K – 97
2015
Q2 		$296K Buy
2,424
+415
+21% +$49.1K 0.13% 83
2015
Q1 		$238K Buy
+2,009
New +$223K 0.1% 101

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

Meristem Family Wealth's UNH Position: Q1 2022 in Review

Meristem Family Wealth reduced its UnitedHealth (UNH) stake by 79% in Q1 2022, selling an estimated $22.9M and leaving 12,665 shares worth $6.46M. The position accounts for 0.7% of the portfolio, ranked #17.

Meristem Family Wealth first reported a position in UNH in Q1 2015 and has held it in 28 quarters since. The position peaked at $30.2M in Q4 2021. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • Meristem Family Wealth held 12,665 shares of UnitedHealth worth $6.46M as of Q1 2022.
  • Meristem Family Wealth sold 47,570 UnitedHealth shares in Q1 2022, an estimated $22.9M.
  • UnitedHealth made up 0.7% of Meristem Family Wealth's portfolio in Q1 2022, its #17 holding.
  • Meristem Family Wealth first reported a position in UnitedHealth in Q1 2015 and has held it in 28 quarters since.
  • Meristem Family Wealth's UnitedHealth position peaked at $30.2M in Q4 2021.
  • 2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.