NuWave Investment Management’s UnitedHealth UNH Stock Holding History

NuWave Investment 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 Q3	$432K	Buy	+856	New	+$450K	0.5%	73
2022 Q2	–	Sell	-754	Closed	-$385K	–	353
2022 Q1	$385K	Buy	+754	New	+$364K	0.52%	67
2021 Q4	–	Sell	-534	Closed	-$209K	–	421
2021 Q3	$209K	Sell	534 -272	-34%	-$113K	0.24%	143
2021 Q2	$323K	Buy	+806	New	+$321K	0.36%	91
2021 Q1	–	Sell	-132	Closed	-$46K	–	424
2020 Q4	$46K	Sell	132 -212	-62%	-$71.1K	0.06%	251
2020 Q3	$107K	Buy	344 +291	+549%	+$89.4K	0.16%	169
2020 Q2	$16K	Sell	53 -326	-86%	-$93.4K	0.02%	292
2020 Q1	$95K	Buy	379 +377	+18,850%	+$104K	0.21%	104
2019 Q4	$1K	Sell	2 -96	-98%	-$25.1K	﹤0.01%	421
2019 Q3	$22K	Sell	98 -69	-41%	-$16.6K	0.02%	317
2019 Q2	$41K	Sell	167 -335	-67%	-$80.6K	0.04%	238
2019 Q1	$124K	Buy	502 +342	+214%	+$87.2K	0.15%	172
2018 Q4	$40K	Sell	160 -2,243	-93%	-$593K	0.07%	201
2018 Q3	$639K	Sell	2,403 -1,247	-34%	-$324K	0.96%	17
2018 Q2	$896K	Buy	3,650 +2,761	+311%	+$663K	1.17%	12
2018 Q1	$195K	Buy	889 +127	+17%	+$29K	0.31%	109
2017 Q4	$168K	Buy	+762	New	+$161K	0.2%	145
2014 Q3	–	Sell	-120	Closed	-$10K	–	351
2014 Q2	$10K	Buy	120 +6	+5%	+$472	0.03%	249
2014 Q1	$9K	Sell	114 -7,065	-98%	-$532K	0.03%	232
2013 Q4	$540K	Buy	7,179 +6,705	+1,415%	+$482K	0.48%	79
2013 Q3	$34K	Buy	474 +210	+80%	+$15K	0.03%	196
2013 Q2	$17K	Buy	+264	New	+$16.4K	0.02%	222

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

NuWave Investment Management's UNH Position: Q3 2022 in Review

NuWave Investment Management opened a new position in UnitedHealth (UNH) in Q3 2022: 856 shares worth $432K. The stake represents 0.5% of the portfolio and ranks #73 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in UNH as recently as Q1 2022.

NuWave Investment Management first reported a position in UNH in Q2 2013 and has held it in 22 quarters since. The position peaked at $896K in Q2 2018. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

NuWave Investment Management held 856 shares of UnitedHealth worth $432K as of Q3 2022.
UnitedHealth was a new NuWave Investment Management position in Q3 2022.
UnitedHealth made up 0.5% of NuWave Investment Management's portfolio in Q3 2022, its #73 holding.
NuWave Investment Management first reported a position in UnitedHealth in Q2 2013 and has held it in 22 quarters since.
NuWave Investment Management's UnitedHealth position peaked at $896K in Q2 2018.
2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.