PCG Wealth Advisors’s UnitedHealth UNH Stock Holding History

PCG Wealth 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
2023 Q1	–	Sell	-470	Closed	-$249K	–	121
2022 Q4	$249K	Sell	470 -454	-49%	-$240K	0.16%	88
2022 Q3	$466K	Buy	924 +462	+100%	+$243K	0.17%	77
2022 Q2	$237K	Sell	462 -112	-20%	-$56.2K	0.17%	76
2022 Q1	$293K	Sell	574 -104	-15%	-$50.2K	0.19%	68
2021 Q4	$341K	Buy	+678	New	+$307K	0.24%	60

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCG Wealth Advisors's UNH Position: Q1 2023 in Review

PCG Wealth Advisors sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 470 shares — an estimated $249K sold.

PCG Wealth Advisors first reported a position in UNH in Q4 2021 and held it in 5 quarters. The position peaked at $466K in Q3 2022. 3,111 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

PCG Wealth Advisors reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
PCG Wealth Advisors sold 470 UnitedHealth shares in Q1 2023, an estimated $249K.
PCG Wealth Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 5 quarters.
PCG Wealth Advisors's UnitedHealth position peaked at $466K in Q3 2022.
3,111 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on PCG Wealth Advisors's 13F filing for Q1 2023, filed 8 May 2023.