Mountain Capital Investment Advisors’s UnitedHealth UNH Stock Holding History

Mountain Capital Investment 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
2023 Q1	–	Sell	-3,619	Closed	-$1.76M	–	80
2022 Q4	$1.76M	Buy	3,619 +363	+11%	+$192K	0.8%	46
2022 Q3	$1.69M	Sell	3,256 -178	-5%	-$93.6K	0.89%	29
2022 Q2	$1.77M	Sell	3,434 -352	-9%	-$177K	0.88%	32
2022 Q1	$2.04M	Buy	3,786 +50	+1%	+$24.1K	0.96%	24
2021 Q4	$1.75M	Buy	3,736 +782	+26%	+$354K	0.79%	32
2021 Q3	$1.21M	Sell	2,954 -107	-3%	-$44.3K	0.64%	55
2021 Q2	$1.25M	Sell	3,061 -104	-3%	-$41.5K	0.58%	44
2021 Q1	$1.19M	Buy	3,165 +117	+4%	+$40.5K	0.59%	57
2020 Q4	$1.1M	Sell	3,048 -845	-22%	-$283K	0.66%	43
2020 Q3	$1.28M	Buy	+3,893	New	+$1.2M	0.83%	41
2017 Q4	–	Sell	-258	Closed	-$51K	–	403
2017 Q3	$51K	Buy	+258	New	+$49.8K	0.05%	120

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mountain Capital Investment Advisors's UNH Position: Q1 2023 in Review

Mountain Capital Investment Advisors sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 3,619 shares — an estimated $1.76M sold.

Mountain Capital Investment Advisors first reported a position in UNH in Q3 2017 and held it in 11 quarters. The position peaked at $2.04M in Q1 2022. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Mountain Capital Investment Advisors reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
Mountain Capital Investment Advisors sold 3,619 UnitedHealth shares in Q1 2023, an estimated $1.76M.
Mountain Capital Investment Advisors first reported a position in UnitedHealth in Q3 2017 and held it in 11 quarters.
Mountain Capital Investment Advisors's UnitedHealth position peaked at $2.04M in Q1 2022.
3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.