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Mosaic Family Wealth’s UnitedHealth UNH Stock Holding History

Mosaic 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
2021
Q4 		$660K Buy
1,315
+329
+33% +$149K 0.17% 90
2021
Q3 		$385K Buy
986
+17
+2% +$7.04K 0.11% 116
2021
Q2 		$388K Sell
969
-17
-2% -$6.78K 0.11% 111
2021
Q1 		$367K Buy
986
+85
+9% +$29.5K 0.11% 108
2020
Q4 		$316K Buy
901
+26
+3% +$8.71K 0.11% 118
2020
Q3 		$273K Buy
875
+12
+1% +$3.69K 0.1% 115
2020
Q2 		$255K Hold
863
– – 0.11% 118
2020
Q1 		$215K Sell
863
-165
-16% -$45.4K 0.11% 119
2019
Q4 		$302K Sell
1,028
-333
-24% -$87.1K 0.12% 114
2019
Q3 		$296K Sell
1,361
-216
-14% -$52.1K 0.12% 124
2019
Q2 		$385K Buy
1,577
+151
+11% +$36.3K 0.16% 98
2019
Q1 		$353K Buy
1,426
+21
+1% +$5.36K 0.14% 99
2018
Q4 		$350K Sell
1,405
-228
-14% -$60.2K 0.14% 96
2018
Q3 		$440K Sell
1,633
-25
-2% -$6.5K 0.18% 86
2018
Q2 		$407K Buy
1,658
+90
+6% +$21.6K 0.15% 99
2018
Q1 		$336K Sell
1,568
-264
-14% -$60.3K 0.12% 113
2017
Q4 		$404K Sell
1,832
-1,869
-50% -$396K 0.15% 104
2017
Q3 		$725K Buy
3,701
+746
+25% +$144K 0.28% 62
2017
Q2 		$548K Hold
2,955
– – 0.23% 78
2017
Q1 		$485K Buy
2,955
+140
+5% +$22.9K 0.21% 92
2016
Q4 		$451K Sell
2,815
-100
-3% -$14.9K 0.21% 93
2016
Q3 		$408K Sell
2,915
-69
-2% -$9.66K 0.19% 99
2016
Q2 		$422K Sell
2,984
-490
-14% -$65.3K 0.2% 94
2016
Q1 		$447K Buy
3,474
+54
+2% +$6.39K 0.21% 87
2015
Q4 		$402K Buy
+3,420
New +$400K 0.18% 95

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mosaic Family Wealth's UNH Position: Q4 2021 in Review

Mosaic Family Wealth increased its UnitedHealth (UNH) stake by 33% in Q4 2021, buying an estimated $149K and bringing the position to 1,315 shares worth $660K. The position accounts for 0.17% of the portfolio, ranked #90.

Mosaic Family Wealth first reported a position in UNH in Q4 2015 and has held it in 25 quarters since. The position peaked at $725K in Q3 2017. 2,903 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

  • Mosaic Family Wealth held 1,315 shares of UnitedHealth worth $660K as of Q4 2021.
  • Mosaic Family Wealth bought 329 UnitedHealth shares in Q4 2021, an estimated $149K.
  • UnitedHealth made up 0.17% of Mosaic Family Wealth's portfolio in Q4 2021, its #90 holding.
  • Mosaic Family Wealth first reported a position in UnitedHealth in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's UnitedHealth position peaked at $725K in Q3 2017.
  • 2,903 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.