New England Asset Management’s UnitedHealth UNH Stock Holding History

New England Asset Management’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	-550	Closed	-$276K	–	169
2021 Q4	$276K	Sell	550 -650	-54%	-$294K	﹤0.01%	128
2021 Q3	$469K	Hold	1,200	–	–	0.01%	118
2021 Q2	$481K	Hold	1,200	–	–	0.01%	113
2021 Q1	$446K	Hold	1,200	–	–	0.01%	114
2020 Q4	$421K	Hold	1,200	–	–	0.01%	115
2020 Q3	$374K	Hold	1,200	–	–	0.01%	121
2020 Q2	$354K	Hold	1,200	–	–	0.01%	117
2020 Q1	$299K	Hold	1,200	–	–	0.01%	121
2019 Q4	$353K	Hold	1,200	–	–	0.01%	127
2019 Q3	$261K	Hold	1,200	–	–	﹤0.01%	130
2019 Q2	$293K	Hold	1,200	–	–	0.01%	130
2019 Q1	$297K	Hold	1,200	–	–	0.01%	134
2018 Q4	$299K	Hold	1,200	–	–	0.01%	131
2018 Q3	$319K	Hold	1,200	–	–	0.01%	163
2018 Q2	$294K	Hold	1,200	–	–	0.01%	166
2018 Q1	$257K	Hold	1,200	–	–	﹤0.01%	119
2017 Q4	$265K	Hold	1,200	–	–	0.01%	118
2017 Q3	$235K	Hold	1,200	–	–	0.01%	115
2017 Q2	$223K	Hold	1,200	–	–	0.01%	106
2017 Q1	$197K	Hold	1,200	–	–	﹤0.01%	136
2016 Q4	$192K	Hold	1,200	–	–	0.01%	140
2016 Q3	$168K	Hold	1,200	–	–	0.01%	137
2016 Q2	$169K	Hold	1,200	–	–	0.01%	123
2016 Q1	$155K	Hold	1,200	–	–	﹤0.01%	127
2015 Q4	$141K	Hold	1,200	–	–	﹤0.01%	131
2015 Q3	$139K	Hold	1,200	–	–	﹤0.01%	126
2015 Q2	$146K	Hold	1,200	–	–	﹤0.01%	128
2015 Q1	$142K	Buy	+1,200	New	+$133K	﹤0.01%	139

Other funds holding UNH

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

New England Asset Management's UNH Position: Q1 2022 in Review

New England Asset Management sold out of UnitedHealth (UNH) in Q1 2022, closing a stake of 550 shares — an estimated $276K sold.

New England Asset Management first reported a position in UNH in Q1 2015 and held it in 28 quarters. The position peaked at $481K in Q2 2021. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

New England Asset Management reported no remaining UnitedHealth position as of Q1 2022 after selling out during the quarter.
New England Asset Management sold 550 UnitedHealth shares in Q1 2022, an estimated $276K.
New England Asset Management first reported a position in UnitedHealth in Q1 2015 and held it in 28 quarters.
New England Asset Management's UnitedHealth position peaked at $481K in Q2 2021.
2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on New England Asset Management's 13F filing for Q1 2022, filed 16 May 2022.