PP
UNH icon

Palladium Partners’s UnitedHealth UNH Stock Holding History

Palladium Partners’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
Q1 		$27.6M Buy
54,103
+940
+2% +$453K 1.21% 17
2021
Q4 		$26.7M Sell
53,163
-172
-0.3% -$77.9K 1.09% 26
2021
Q3 		$20.8M Buy
53,335
+2,323
+5% +$962K 0.95% 32
2021
Q2 		$20.4M Sell
51,012
-282
-0.5% -$112K 0.96% 29
2021
Q1 		$19.1M Buy
51,294
+975
+2% +$338K 0.95% 29
2020
Q4 		$17.6M Buy
50,319
+1,618
+3% +$542K 0.98% 30
2020
Q3 		$15.2M Buy
48,701
+1,187
+2% +$365K 0.96% 30
2020
Q2 		$14M Buy
47,514
+826
+2% +$237K 0.96% 28
2020
Q1 		$11.6M Buy
46,688
+172
+0.4% +$47.3K 0.97% 27
2019
Q4 		$13.7M Buy
46,516
+4,258
+10% +$1.11M 0.88% 31
2019
Q3 		$11.2M Sell
42,258
-3,933
-9% -$949K 0.79% 39
2019
Q2 		$11.3M Buy
46,191
+1,275
+3% +$307K 0.78% 38
2019
Q1 		$11.1M Buy
44,916
+48
+0.1% +$12.2K 0.8% 38
2018
Q4 		$11.2M Buy
44,868
+2,240
+5% +$592K 0.89% 35
2018
Q3 		$11.3M Buy
42,628
+973
+2% +$253K 0.77% 38
2018
Q2 		$10.2M Buy
41,655
+1,476
+4% +$354K 0.74% 42
2018
Q1 		$8.6M Sell
40,179
-399
-1% -$91.1K 0.64% 50
2017
Q4 		$8.95M Buy
40,578
+1,007
+3% +$213K 0.65% 44
2017
Q3 		$7.75M Sell
39,571
-305
-0.8% -$58.9K 0.59% 50
2017
Q2 		$7.39M Buy
39,876
+485
+1% +$85K 0.58% 50
2017
Q1 		$6.46M Buy
39,391
+986
+3% +$161K 0.52% 56
2016
Q4 		$6.15M Buy
38,405
+5,158
+16% +$770K 0.52% 57
2016
Q3 		$4.65M Buy
+33,247
New +$4.66M 0.41% 70
2014
Q2 		– Sell
-182
Closed -$15K – 453
2014
Q1 		$15K Buy
+182
New +$13.7K ﹤0.01% 456
2013
Q4 		– Sell
-514
Closed -$37K – 459
2013
Q3 		$37K Sell
514
-167
-25% -$12K ﹤0.01% 369
2013
Q2 		$45K Buy
+681
New +$42.4K ﹤0.01% 349

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Palladium Partners's UNH Position: Q1 2022 in Review

Palladium Partners increased its UnitedHealth (UNH) stake by 1.8% in Q1 2022, buying an estimated $453K and bringing the position to 54,103 shares worth $27.6M. The position accounts for 1.21% of the portfolio, ranked #17.

Palladium Partners first reported a position in UNH in Q2 2013 and has held it in 26 quarters since. 2,961 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • Palladium Partners held 54,103 shares of UnitedHealth worth $27.6M as of Q1 2022.
  • Palladium Partners bought 940 UnitedHealth shares in Q1 2022, an estimated $453K.
  • UnitedHealth made up 1.21% of Palladium Partners's portfolio in Q1 2022, its #17 holding.
  • Palladium Partners first reported a position in UnitedHealth in Q2 2013 and has held it in 26 quarters since.
  • 2,961 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.