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OPSEU Pension Plan Trust Fund’s UnitedHealth UNH Stock Holding History

OPSEU Pension Plan Trust Fund’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
Q4 		– Sell
-1,748
Closed -$897K – 267
2022
Q3 		$897K Buy
1,748
+8
+0.5% +$4.21K 0.24% 163
2022
Q2 		$890K Buy
+1,740
New +$874K 0.22% 174
2020
Q2 		– Sell
-1,831
Closed -$441K – 372
2020
Q1 		$441K Buy
+1,831
New +$504K 0.17% 222

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

OPSEU Pension Plan Trust Fund's UNH Position: Q4 2022 in Review

OPSEU Pension Plan Trust Fund sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 1,748 shares — an estimated $897K sold.

OPSEU Pension Plan Trust Fund first reported a position in UNH in Q1 2020 and held it in 3 quarters. The position peaked at $897K in Q3 2022. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • OPSEU Pension Plan Trust Fund reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
  • OPSEU Pension Plan Trust Fund sold 1,748 UnitedHealth shares in Q4 2022, an estimated $897K.
  • OPSEU Pension Plan Trust Fund first reported a position in UnitedHealth in Q1 2020 and held it in 3 quarters.
  • OPSEU Pension Plan Trust Fund's UnitedHealth position peaked at $897K in Q3 2022.
  • 3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on OPSEU Pension Plan Trust Fund's 13F filing for Q4 2022, filed 9 Feb 2023.