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O'Neil Global Advisors’s UnitedHealth UNH Stock Holding History

O'Neil Global 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
2022
Q2 		– Sell
-3,200
Closed -$1.63M – 70
2022
Q1 		$1.63M Buy
+3,200
New +$1.54M 0.84% 25

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

O'Neil Global Advisors's UNH Position: Q2 2022 in Review

O'Neil Global Advisors sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 3,200 shares — an estimated $1.63M sold.

O'Neil Global Advisors first reported a position in UNH in Q1 2022 and held it in 1 quarter. The position peaked at $1.63M in Q1 2022. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

  • O'Neil Global Advisors reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
  • O'Neil Global Advisors sold 3,200 UnitedHealth shares in Q2 2022, an estimated $1.63M.
  • O'Neil Global Advisors first reported a position in UnitedHealth in Q1 2022 and held it in 1 quarter.
  • O'Neil Global Advisors's UnitedHealth position peaked at $1.63M in Q1 2022.
  • 2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on O'Neil Global Advisors's 13F filing for Q2 2022, filed 12 Sep 2022.