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RBC Europe’s UnitedHealth UNH Stock Holding History

RBC Europe’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 		$4.5M Sell
8,758
-904
-9% -$454K 0.22% 51
2022
Q1 		$4.93M Buy
9,662
+689
+8% +$332K 0.2% 54
2021
Q4 		$4.51M Buy
8,973
+1,254
+16% +$568K 0.2% 52
2021
Q3 		$3.02M Buy
7,719
+1,081
+16% +$448K 0.12% 90
2021
Q2 		$2.66M Buy
6,638
+5,680
+593% +$2.26M 0.12% 99
2021
Q1 		$356K Buy
958
+115
+14% +$39.8K 0.02% 217
2020
Q4 		$296K Sell
843
-312
-27% -$105K 0.02% 229
2020
Q3 		$360K Buy
1,155
+168
+17% +$51.6K 0.02% 193
2020
Q2 		$291K Buy
987
+315
+47% +$90.3K 0.02% 205
2020
Q1 		$168K Sell
672
-1,025
-60% -$282K 0.02% 231
2019
Q4 		$499K Hold
1,697
– – 0.04% 164
2019
Q3 		$369K Sell
1,697
-834
-33% -$201K 0.04% 184
2019
Q2 		$618K Sell
2,531
-5
-0.2% -$1.2K 0.06% 146
2019
Q1 		$627K Buy
2,536
+140
+6% +$35.7K 0.07% 136
2018
Q4 		$597K Hold
2,396
– – 0.08% 135
2018
Q3 		$637K Buy
2,396
+173
+8% +$45K 0.07% 139
2018
Q2 		$545K Buy
2,223
+774
+53% +$186K 0.06% 150
2018
Q1 		$310K Sell
1,449
-17
-1% -$3.88K 0.04% 201
2017
Q4 		$323K Buy
1,466
+65
+5% +$13.8K 0.04% 198
2017
Q3 		$274K Buy
+1,401
New +$271K 0.04% 213

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

RBC Europe's UNH Position: Q2 2022 in Review

RBC Europe reduced its UnitedHealth (UNH) stake by 9.4% in Q2 2022, selling an estimated $454K and leaving 8,758 shares worth $4.5M. The position accounts for 0.22% of the portfolio, ranked #51.

RBC Europe first reported a position in UNH in Q3 2017 and has held it in 20 quarters since. The position peaked at $4.93M in Q1 2022. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

  • RBC Europe held 8,758 shares of UnitedHealth worth $4.5M as of Q2 2022.
  • RBC Europe sold 904 UnitedHealth shares in Q2 2022, an estimated $454K.
  • UnitedHealth made up 0.22% of RBC Europe's portfolio in Q2 2022, its #51 holding.
  • RBC Europe first reported a position in UnitedHealth in Q3 2017 and has held it in 20 quarters since.
  • RBC Europe's UnitedHealth position peaked at $4.93M in Q1 2022.
  • 2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on RBC Europe's 13F filing for Q2 2022, filed 14 Nov 2022.