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MilWealth Group’s UnitedHealth UNH Stock Holding History

MilWealth Group’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 		– Sell
-6
Closed -$3.01K – 150
2021
Q4 		$3.01K Hold
6
– – ﹤0.01% 112
2021
Q3 		$2.35K Buy
+6
New +$2.48K ﹤0.01% 129

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

MilWealth Group's UNH Position: Q1 2022 in Review

MilWealth Group sold out of UnitedHealth (UNH) in Q1 2022, closing a stake of 6 shares — an estimated $3.01K sold.

MilWealth Group first reported a position in UNH in Q3 2021 and held it in 2 quarters. The position peaked at $3.01K in Q4 2021. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • MilWealth Group reported no remaining UnitedHealth position as of Q1 2022 after selling out during the quarter.
  • MilWealth Group sold 6 UnitedHealth shares in Q1 2022, an estimated $3.01K.
  • MilWealth Group first reported a position in UnitedHealth in Q3 2021 and held it in 2 quarters.
  • MilWealth Group's UnitedHealth position peaked at $3.01K in Q4 2021.
  • 2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on MilWealth Group's 13F filing for Q1 2022, filed 9 May 2023.