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Morris Capital Advisors’s UnitedHealth UNH Stock Holding History

Morris Capital Advisors’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 		$4.88M Sell
9,656
-119
-1% -$62.6K 4.6% 3
2022
Q2 		$5.02M Buy
9,775
+166
+2% +$83.4K 4.48% 3
2022
Q1 		$4.9M Sell
9,609
-243
-2% -$117K 3.8% 5
2021
Q4 		$4.95M Sell
9,852
-120
-1% -$54.3K 3.64% 8
2021
Q3 		$3.9M Sell
9,972
-280
-3% -$116K 3.07% 10
2021
Q2 		$4.11M Sell
10,252
-169
-2% -$67.4K 3.1% 8
2021
Q1 		$3.88M Sell
10,421
-272
-3% -$94.2K 3.14% 10
2020
Q4 		$3.75M Sell
10,693
-1,118
-9% -$375K 3.08% 10
2020
Q3 		$3.68M Sell
11,811
-706
-6% -$217K 3.25% 9
2020
Q2 		$3.69M Sell
12,517
-756
-6% -$217K 3.33% 10
2020
Q1 		$3.31M Sell
13,273
-479
-3% -$132K 3.54% 9
2019
Q4 		$4.04M Sell
13,752
-335
-2% -$87.6K 3.38% 9
2019
Q3 		$3.06M Sell
14,087
-2,308
-14% -$557K 2.69% 13
2019
Q2 		$4M Sell
16,395
-2,172
-12% -$522K 3.34% 9
2019
Q1 		$4.59M Sell
18,567
-830
-4% -$212K 3.59% 9
2018
Q4 		$4.83M Sell
19,397
-541
-3% -$143K 4.12% 7
2018
Q3 		$5.3M Sell
19,938
-248
-1% -$64.5K 3.55% 6
2018
Q2 		$4.95M Sell
20,186
-1,633
-7% -$392K 3.47% 7
2018
Q1 		$4.67M Sell
21,819
-682
-3% -$156K 3.09% 12
2017
Q4 		$4.96M Sell
22,501
-536
-2% -$114K 3.24% 9
2017
Q3 		$4.51M Sell
23,037
-393
-2% -$75.9K 3.02% 13
2017
Q2 		$4.34M Buy
+23,430
New +$4.11M 3.07% 13

Other funds holding UNH

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Morris Capital Advisors's UNH Position: Q3 2022 in Review

Morris Capital Advisors reduced its UnitedHealth (UNH) stake by 1.2% in Q3 2022, selling an estimated $62.6K and leaving 9,656 shares worth $4.88M. The position accounts for 4.6% of the portfolio, ranked #3.

Morris Capital Advisors first reported a position in UNH in Q2 2017 and has held it in 22 quarters since. The position peaked at $5.3M in Q3 2018. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • Morris Capital Advisors held 9,656 shares of UnitedHealth worth $4.88M as of Q3 2022.
  • Morris Capital Advisors sold 119 UnitedHealth shares in Q3 2022, an estimated $62.6K.
  • UnitedHealth made up 4.6% of Morris Capital Advisors's portfolio in Q3 2022, its #3 holding.
  • Morris Capital Advisors first reported a position in UnitedHealth in Q2 2017 and has held it in 22 quarters since.
  • Morris Capital Advisors's UnitedHealth position peaked at $5.3M in Q3 2018.
  • 2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Morris Capital Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.