Perpetual Investment Management’s UnitedHealth UNH Stock Holding History

Perpetual Investment Management’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	$1.83M	Sell	3,450 -200	-5%	-$106K	0.22%	74
2022 Q3	$1.84M	Sell	3,650 -235	-6%	-$124K	0.27%	65
2022 Q2	$2M	Sell	3,885 -371	-9%	-$186K	0.29%	74
2022 Q1	$2.17M	Hold	4,256	–	–	0.27%	93
2021 Q4	$2.14M	Hold	4,256	–	–	0.25%	103
2021 Q3	$1.66M	Buy	4,256 +1,020	+32%	+$422K	0.21%	114
2021 Q2	$1.3M	Buy	3,236 +5	+0.2%	+$1.99K	0.18%	115
2021 Q1	$1.2M	Buy	3,231 +17	+0.5%	+$5.89K	0.2%	83
2020 Q4	$1.11M	Buy	+3,214	New	+$1.08M	0.16%	107

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

Perpetual Investment Management's UNH Position: Q4 2022 in Review

Perpetual Investment Management reduced its UnitedHealth (UNH) stake by 5.5% in Q4 2022, selling an estimated $106K and leaving 3,450 shares worth $1.83M. The position accounts for 0.22% of the portfolio, ranked #74.

Perpetual Investment Management first reported a position in UNH in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.17M in Q1 2022. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Perpetual Investment Management held 3,450 shares of UnitedHealth worth $1.83M as of Q4 2022.
Perpetual Investment Management sold 200 UnitedHealth shares in Q4 2022, an estimated $106K.
UnitedHealth made up 0.22% of Perpetual Investment Management's portfolio in Q4 2022, its #74 holding.
Perpetual Investment Management first reported a position in UnitedHealth in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's UnitedHealth position peaked at $2.17M in Q1 2022.
3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.