Private Asset Management’s UnitedHealth UNH Stock Holding History

Private Asset 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	–	Sell	-489	Closed	-$247K	–	138
2022 Q3	$247K	Sell	489 -100	-17%	-$52.6K	0.04%	121
2022 Q2	$303K	Sell	589 -50	-8%	-$25.1K	0.05%	115
2022 Q1	$326K	Sell	639 -200	-24%	-$96.5K	0.04%	115
2021 Q4	$421K	Sell	839 -106	-11%	-$48K	0.05%	107
2021 Q3	$370K	Hold	945	–	–	0.05%	112
2021 Q2	$379K	Sell	945 -175	-16%	-$69.8K	0.05%	118
2021 Q1	$417K	Sell	1,120 -133	-11%	-$46.1K	0.06%	109
2020 Q4	$439K	Hold	1,253	–	–	0.07%	104
2020 Q3	$391K	Hold	1,253	–	–	0.07%	103
2020 Q2	$370K	Hold	1,253	–	–	0.07%	101
2020 Q1	$312K	Sell	1,253 -70	-5%	-$19.3K	0.07%	99
2019 Q4	$389K	Hold	1,323	–	–	0.06%	102
2019 Q3	$288K	Buy	1,323 +400	+43%	+$96.5K	0.05%	115
2019 Q2	$225K	Hold	923	–	–	0.04%	124
2019 Q1	$228K	Buy	+923	New	+$235K	0.04%	119

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

Private Asset Management's UNH Position: Q4 2022 in Review

Private Asset Management sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 489 shares — an estimated $247K sold.

Private Asset Management first reported a position in UNH in Q1 2019 and held it in 15 quarters. The position peaked at $439K in Q4 2020. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Private Asset Management reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
Private Asset Management sold 489 UnitedHealth shares in Q4 2022, an estimated $247K.
Private Asset Management first reported a position in UnitedHealth in Q1 2019 and held it in 15 quarters.
Private Asset Management's UnitedHealth position peaked at $439K in Q4 2020.
3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Private Asset Management's 13F filing for Q4 2022, filed 4 Jan 2023.