PCJ Investment Counsel’s UnitedHealth UNH Stock Holding History

PCJ Investment Counsel’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	-7,500	Closed	-$3.79M	–	88
2022 Q3	$3.79M	Buy	+7,500	New	+$3.94M	1.86%	22
2022 Q2	–	Sell	-10,000	Closed	-$5.1M	–	84
2022 Q1	$5.1M	Buy	+10,000	New	+$4.82M	1.86%	18
2021 Q2	–	Sell	-3,000	Closed	-$1.12M	–	87
2021 Q1	$1.12M	Buy	+3,000	New	+$1.04M	0.44%	47
2020 Q2	–	Sell	-2,500	Closed	-$623K	–	83
2020 Q1	$623K	Buy	+2,500	New	+$688K	0.43%	42
2019 Q1	–	Sell	-10,000	Closed	-$2.49M	–	74
2018 Q4	$2.49M	Buy	10,000 +5,000	+100%	+$1.32M	0.23%	40
2018 Q3	$1.33M	Buy	+5,000	New	+$1.3M	0.11%	47

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

PCJ Investment Counsel's UNH Position: Q4 2022 in Review

PCJ Investment Counsel sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 7,500 shares — an estimated $3.79M sold.

PCJ Investment Counsel first reported a position in UNH in Q3 2018 and held it in 6 quarters. The position peaked at $5.1M in Q1 2022. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

PCJ Investment Counsel reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
PCJ Investment Counsel sold 7,500 UnitedHealth shares in Q4 2022, an estimated $3.79M.
PCJ Investment Counsel first reported a position in UnitedHealth in Q3 2018 and held it in 6 quarters.
PCJ Investment Counsel's UnitedHealth position peaked at $5.1M in Q1 2022.
3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on PCJ Investment Counsel's 13F filing for Q4 2022, filed 10 Feb 2023.