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Personal Capital Advisors’s UnitedHealth UNH Stock Holding History

Personal Capital 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
2022
Q4 		$110M Buy
206,714
+3,218
+2% +$1.7M 0.53% 34
2022
Q3 		$103M Sell
203,496
-37,767
-16% -$19.9M 0.56% 31
2022
Q2 		$124M Buy
241,263
+1,135
+0.5% +$570K 0.65% 29
2022
Q1 		$122M Sell
240,128
-22,351
-9% -$10.8M 0.57% 33
2021
Q4 		$132M Buy
262,479
+3,887
+2% +$1.76M 0.61% 31
2021
Q3 		$101M Buy
258,592
+8,906
+4% +$3.69M 0.51% 34
2021
Q2 		$100M Buy
249,686
+10,550
+4% +$4.21M 0.52% 33
2021
Q1 		$89M Buy
239,136
+14,632
+7% +$5.07M 0.52% 33
2020
Q4 		$78.7M Buy
224,504
+5,906
+3% +$1.98M 0.5% 36
2020
Q3 		$68.2M Buy
218,598
+2,770
+1% +$851K 0.51% 35
2020
Q2 		$63.7M Sell
215,828
-523
-0.2% -$150K 0.53% 30
2020
Q1 		$53.9M Buy
216,351
+4,148
+2% +$1.14M 0.53% 33
2019
Q4 		$62.4M Buy
212,203
+10,389
+5% +$2.72M 0.53% 35
2019
Q3 		$43.9M Buy
201,814
+9,873
+5% +$2.38M 0.42% 57
2019
Q2 		$46.8M Buy
191,941
+12,225
+7% +$2.94M 0.48% 41
2019
Q1 		$44.4M Buy
179,716
+8,419
+5% +$2.15M 0.5% 41
2018
Q4 		$42.7M Buy
171,297
+7,858
+5% +$2.08M 0.57% 32
2018
Q3 		$43.5M Buy
163,439
+5,429
+3% +$1.41M 0.56% 32
2018
Q2 		$38.8M Buy
158,010
+8,346
+6% +$2M 0.55% 34
2018
Q1 		$32M Buy
149,664
+9,962
+7% +$2.28M 0.5% 42
2017
Q4 		$30.8M Buy
139,702
+9,083
+7% +$1.92M 0.53% 49
2017
Q3 		$25.6M Buy
130,619
+8,032
+7% +$1.55M 0.5% 49
2017
Q2 		$22.7M Buy
122,587
+18,601
+18% +$3.26M 0.5% 50
2017
Q1 		$17M Buy
+103,986
New +$17M 0.43% 75

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Personal Capital Advisors's UNH Position: Q4 2022 in Review

Personal Capital Advisors increased its UnitedHealth (UNH) stake by 1.6% in Q4 2022, buying an estimated $1.7M and bringing the position to 206,714 shares worth $110M. The position accounts for 0.53% of the portfolio, ranked #34.

Personal Capital Advisors first reported a position in UNH in Q1 2017 and has held it in 24 quarters since. The position peaked at $132M in Q4 2021. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • Personal Capital Advisors held 206,714 shares of UnitedHealth worth $110M as of Q4 2022.
  • Personal Capital Advisors bought 3,218 UnitedHealth shares in Q4 2022, an estimated $1.7M.
  • UnitedHealth made up 0.53% of Personal Capital Advisors's portfolio in Q4 2022, its #34 holding.
  • Personal Capital Advisors first reported a position in UnitedHealth in Q1 2017 and has held it in 24 quarters since.
  • Personal Capital Advisors's UnitedHealth position peaked at $132M in Q4 2021.
  • 3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.