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Next Financial Group’s UnitedHealth UNH Stock Holding History

Next Financial 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
2021
Q4 		$3.24M Sell
6,452
-678
-10% -$307K 0.21% 94
2021
Q3 		$2.79M Buy
7,130
+691
+11% +$286K 0.22% 107
2021
Q2 		$2.58M Buy
6,439
+33
+0.5% +$13.2K 0.21% 114
2021
Q1 		$2.38M Buy
6,406
+1,088
+20% +$377K 0.21% 105
2020
Q4 		$1.86M Buy
5,318
+381
+8% +$128K 0.18% 127
2020
Q3 		$1.54M Sell
4,937
-17
-0.3% -$5.22K 0.17% 129
2020
Q2 		$1.46M Buy
4,954
+2,073
+72% +$594K 0.17% 145
2020
Q1 		$719K Buy
2,881
+101
+4% +$27.8K 0.09% 200
2019
Q4 		$817K Sell
2,780
-421
-13% -$110K 0.08% 262
2019
Q3 		$695K Sell
3,201
-1,549
-33% -$374K 0.08% 289
2019
Q2 		$1.16M Buy
4,750
+2,078
+78% +$500K 0.12% 201
2019
Q1 		$660K Sell
2,672
-874
-25% -$223K 0.17% 77
2018
Q4 		$883K Buy
3,546
+1,387
+64% +$366K 0.18% 142
2018
Q3 		$574K Buy
2,159
+962
+80% +$250K 0.27% 80
2018
Q2 		$294K Sell
1,197
-411
-26% -$98.7K 0.11% 203
2018
Q1 		$344K Sell
1,608
-159
-9% -$36.3K 0.07% 270
2017
Q4 		$390K Sell
1,767
-340
-16% -$72.1K 0.17% 162
2017
Q3 		$406K Sell
2,107
-406
-16% -$78.4K 0.11% 192
2017
Q2 		$466K Sell
2,513
-99
-4% -$17.4K 0.11% 197
2017
Q1 		$457K Sell
2,612
-1,634
-38% -$268K 0.13% 180
2016
Q4 		$680K Buy
4,246
+21
+0.5% +$3.14K 0.12% 191
2016
Q3 		$592K Buy
4,225
+1,973
+88% +$276K 0.11% 211
2016
Q2 		$317K Buy
2,252
+416
+23% +$55.5K 0.1% 207
2016
Q1 		$236K Buy
1,836
+634
+53% +$75K 0.08% 246
2015
Q4 		$141K Sell
1,202
-1,397
-54% -$163K 0.05% 339
2015
Q3 		$301K Sell
2,599
-60
-2% -$7.18K 0.11% 205
2015
Q2 		$324K Buy
2,659
+51
+2% +$6.03K 0.11% 195
2015
Q1 		$308K Sell
2,608
-60
-2% -$6.66K 0.1% 222
2014
Q4 		$270K Sell
2,668
-3,751
-58% -$355K 0.09% 245
2014
Q3 		$554K Buy
+6,419
New +$542K 0.11% 206

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

Next Financial Group's UNH Position: Q4 2021 in Review

Next Financial Group reduced its UnitedHealth (UNH) stake by 9.5% in Q4 2021, selling an estimated $307K and leaving 6,452 shares worth $3.24M. The position accounts for 0.21% of the portfolio, ranked #94.

Next Financial Group first reported a position in UNH in Q3 2014 and has held it in 30 quarters since. 2,902 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

  • Next Financial Group held 6,452 shares of UnitedHealth worth $3.24M as of Q4 2021.
  • Next Financial Group sold 678 UnitedHealth shares in Q4 2021, an estimated $307K.
  • UnitedHealth made up 0.21% of Next Financial Group's portfolio in Q4 2021, its #94 holding.
  • Next Financial Group first reported a position in UnitedHealth in Q3 2014 and has held it in 30 quarters since.
  • 2,902 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.