Pacific Wealth Strategies Group’s UnitedHealth UNH Stock Holding History

Pacific Wealth Strategies 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
2022 Q2	–	Sell	-501	Closed	-$255K	–	72
2022 Q1	$255K	Hold	501	–	–	0.11%	70
2021 Q4	$252K	Buy	+501	New	+$227K	0.09%	79

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Pacific Wealth Strategies Group's UNH Position: Q2 2022 in Review

Pacific Wealth Strategies Group sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 501 shares — an estimated $255K sold.

Pacific Wealth Strategies Group first reported a position in UNH in Q4 2021 and held it in 2 quarters. The position peaked at $255K in Q1 2022. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Pacific Wealth Strategies Group reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
Pacific Wealth Strategies Group sold 501 UnitedHealth shares in Q2 2022, an estimated $255K.
Pacific Wealth Strategies Group first reported a position in UnitedHealth in Q4 2021 and held it in 2 quarters.
Pacific Wealth Strategies Group's UnitedHealth position peaked at $255K in Q1 2022.
2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2022, filed 19 Jul 2022.