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Pendal Group’s UnitedHealth UNH Stock Holding History

Pendal 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
Q4 		$172M Buy
323,504
+139,527
+76% +$73.9M 1.48% 22
2022
Q3 		$92.9M Sell
183,977
-51,233
-22% -$26.9M 0.9% 36
2022
Q2 		$121M Buy
235,210
+784
+0.3% +$394K 1.19% 22
2022
Q1 		$120M Buy
234,426
+44,628
+24% +$21.5M 0.98% 31
2021
Q4 		$95.3M Sell
189,798
-154,152
-45% -$69.8M 0.76% 44
2021
Q3 		$134M Buy
343,950
+343,233
+47,871% +$142M 1.11% 22
2021
Q2 		$287K Hold
717
– – ﹤0.01% 506
2021
Q1 		$267K Hold
717
– – ﹤0.01% 505
2020
Q4 		$251K Sell
717
-7,320
-91% -$2.45M ﹤0.01% 473
2020
Q3 		$2.5M Sell
8,037
-11,463
-59% -$3.52M 0.03% 150
2020
Q2 		$5.75M Buy
19,500
+4,387
+29% +$1.26M 0.08% 97
2020
Q1 		$3.77M Sell
15,113
-8,841
-37% -$2.43M 0.06% 109
2019
Q4 		$7.04M Sell
23,954
-16,596
-41% -$4.34M 0.09% 103
2019
Q3 		$8.81M Sell
40,550
-100
-0.2% -$24.1K 0.11% 83
2019
Q2 		$9.92M Sell
40,650
-16,923
-29% -$4.07M 0.14% 75
2019
Q1 		$14.2M Sell
57,573
-4,671
-8% -$1.19M 0.2% 65
2018
Q4 		$15.5M Sell
62,244
-19,620
-24% -$5.18M 0.25% 65
2018
Q3 		$21.8M Sell
81,864
-55,597
-40% -$14.5M 0.3% 61
2018
Q2 		$33.7M Buy
137,461
+312
+0.2% +$74.9K 0.44% 48
2018
Q1 		$29.3M Sell
137,149
-1,564
-1% -$357K 0.38% 45
2017
Q4 		$30.6M Sell
138,713
-7,628
-5% -$1.62M 0.4% 44
2017
Q3 		$28.7M Sell
146,341
-62,622
-30% -$12.1M 0.37% 53
2017
Q2 		$38.7M Buy
+208,963
New +$36.6M 0.56% 46

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pendal Group's UNH Position: Q4 2022 in Review

Pendal Group increased its UnitedHealth (UNH) stake by 76% in Q4 2022, buying an estimated $73.9M and bringing the position to 323,504 shares worth $172M. The position accounts for 1.48% of the portfolio, ranked #22.

Pendal Group first reported a position in UNH in Q2 2017 and has held it in 23 quarters since. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • Pendal Group held 323,504 shares of UnitedHealth worth $172M as of Q4 2022.
  • Pendal Group bought 139,527 UnitedHealth shares in Q4 2022, an estimated $73.9M.
  • UnitedHealth made up 1.48% of Pendal Group's portfolio in Q4 2022, its #22 holding.
  • Pendal Group first reported a position in UnitedHealth in Q2 2017 and has held it in 23 quarters since.
  • 3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.