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PAX Financial Group’s UnitedHealth UNH Stock Holding History

PAX Financial 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
-439
Closed -$224K – 208
2022
Q1 		$224K Buy
+439
New +$212K 0.05% 191
2020
Q4 		– Sell
-1,227
Closed -$383K – 146
2020
Q3 		$383K Buy
1,227
+86
+8% +$26.4K 0.13% 108
2020
Q2 		$337K Buy
+1,141
New +$327K 0.13% 99

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

PAX Financial Group's UNH Position: Q2 2022 in Review

PAX Financial Group sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 439 shares — an estimated $224K sold.

PAX Financial Group first reported a position in UNH in Q2 2020 and held it in 3 quarters. The position peaked at $383K in Q3 2020. 2,958 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

  • PAX Financial Group reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
  • PAX Financial Group sold 439 UnitedHealth shares in Q2 2022, an estimated $224K.
  • PAX Financial Group first reported a position in UnitedHealth in Q2 2020 and held it in 3 quarters.
  • PAX Financial Group's UnitedHealth position peaked at $383K in Q3 2020.
  • 2,958 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on PAX Financial Group's 13F filing for Q2 2022, filed 9 Aug 2022.