Physicians Financial Services’s UnitedHealth UNH Stock Holding History

Physicians Financial Services’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	-450	Closed	-$227K	–	111
2022 Q3	$227K	Sell	450 -55	-11%	-$28.9K	0.11%	102
2022 Q2	$259K	Buy	505 +81	+19%	+$40.7K	0.12%	102
2022 Q1	$216K	Buy	424 +21	+5%	+$10.1K	0.08%	114
2021 Q4	$203K	Buy	+403	New	+$182K	0.08%	116
2021 Q2	–	Sell	-601	Closed	-$224K	–	119
2021 Q1	$224K	Hold	601	–	–	0.1%	111
2020 Q4	$211K	Buy	+601	New	+$201K	0.1%	104
2017 Q1	–	Sell	-187	Closed	-$27K	–	252
2016 Q4	$27K	Sell	187 -1	-0.5%	-$149	0.02%	192
2016 Q3	$26K	Buy	188 +1	+0.5%	+$140	0.02%	185
2016 Q2	$26K	Buy	187 +1	+0.5%	+$133	0.02%	191
2016 Q1	$24K	Hold	186	–	–	0.02%	182
2015 Q4	$22K	Buy	+186	New	+$21.7K	0.02%	201

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Physicians Financial Services's UNH Position: Q4 2022 in Review

Physicians Financial Services sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 450 shares — an estimated $227K sold.

Physicians Financial Services first reported a position in UNH in Q4 2015 and held it in 11 quarters. The position peaked at $259K in Q2 2022. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Physicians Financial Services reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
Physicians Financial Services sold 450 UnitedHealth shares in Q4 2022, an estimated $227K.
Physicians Financial Services first reported a position in UnitedHealth in Q4 2015 and held it in 11 quarters.
Physicians Financial Services's UnitedHealth position peaked at $259K in Q2 2022.
3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Physicians Financial Services's 13F filing for Q4 2022, filed 9 Feb 2023.