PCG
UNH icon

Private Capital Group’s UnitedHealth UNH Stock Holding History

Private Capital 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
Q2 		$739K Sell
1,438
-659
-31% -$331K 0.56% 26
2022
Q1 		$1.07M Sell
2,097
-20
-0.9% -$9.65K 0.24% 60
2021
Q4 		$1.06M Sell
2,117
-197
-9% -$89.2K 0.23% 66
2021
Q3 		$904K Sell
2,314
-1
-0% -$414 0.2% 72
2021
Q2 		$927K Buy
2,315
+40
+2% +$15.9K 0.21% 70
2021
Q1 		$846K Sell
2,275
-1,676
-42% -$581K 0.21% 72
2020
Q4 		$1.39M Sell
3,951
-514
-12% -$172K 0.26% 57
2020
Q3 		$1.39M Buy
4,465
+659
+17% +$202K 0.29% 51
2020
Q2 		$1.12M Sell
3,806
-251
-6% -$71.9K 0.24% 64
2020
Q1 		$1.01M Buy
4,057
+396
+11% +$109K 0.26% 64
2019
Q4 		$1.08M Sell
3,661
-2,018
-36% -$528K 0.23% 68
2019
Q3 		$1.23M Buy
5,679
+1,772
+45% +$428K 0.22% 76
2019
Q2 		$959K Sell
3,907
-1,495
-28% -$360K 0.22% 80
2019
Q1 		$1.34M Buy
5,402
+258
+5% +$65.8K 0.25% 66
2018
Q4 		$1.28M Buy
5,144
+442
+9% +$117K 0.28% 62
2018
Q3 		$1.25M Buy
4,702
+403
+9% +$105K 0.25% 69
2018
Q2 		$1.05M Buy
4,299
+74
+2% +$17.8K 0.23% 79
2018
Q1 		$904K Buy
4,225
+3,802
+899% +$868K 0.2% 91
2017
Q4 		$1.04K Buy
+423
New +$89.6K 0.25% 81

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Private Capital Group's UNH Position: Q2 2022 in Review

Private Capital Group reduced its UnitedHealth (UNH) stake by 31% in Q2 2022, selling an estimated $331K and leaving 1,438 shares worth $739K. The position accounts for 0.56% of the portfolio, ranked #26.

Private Capital Group first reported a position in UNH in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.39M in Q3 2020. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

  • Private Capital Group held 1,438 shares of UnitedHealth worth $739K as of Q2 2022.
  • Private Capital Group sold 659 UnitedHealth shares in Q2 2022, an estimated $331K.
  • UnitedHealth made up 0.56% of Private Capital Group's portfolio in Q2 2022, its #26 holding.
  • Private Capital Group first reported a position in UnitedHealth in Q4 2017 and has held it in 19 quarters since.
  • Private Capital Group's UnitedHealth position peaked at $1.39M in Q3 2020.
  • 2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.