RP
UNH icon

Richard Pzena’s UnitedHealth UNH Stock Holding History

Richard Pzena’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
2021
Q4 		– Sell
-1,565
Closed -$612K – 180
2021
Q3 		$612K Buy
1,565
+65
+4% +$26.9K ﹤0.01% 142
2021
Q2 		$601K Sell
1,500
-35
-2% -$14K ﹤0.01% 141
2021
Q1 		$571K Buy
+1,535
New +$532K ﹤0.01% 155
2020
Q1 		– Sell
-3,112
Closed -$915K – 184
2019
Q4 		$915K Buy
3,112
+79
+3% +$20.7K ﹤0.01% 149
2019
Q3 		$659K Buy
+3,033
New +$732K ﹤0.01% 158

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Richard Pzena's UNH Position: Q4 2021 in Review

Richard Pzena sold out of UnitedHealth (UNH) in Q4 2021, closing a stake of 1,565 shares — an estimated $612K sold.

Richard Pzena first reported a position in UNH in Q3 2019 and held it in 5 quarters. The position peaked at $915K in Q4 2019. 2,903 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

  • Richard Pzena reported no remaining UnitedHealth position as of Q4 2021 after selling out during the quarter.
  • Richard Pzena sold 1,565 UnitedHealth shares in Q4 2021, an estimated $612K.
  • Richard Pzena first reported a position in UnitedHealth in Q3 2019 and held it in 5 quarters.
  • Richard Pzena's UnitedHealth position peaked at $915K in Q4 2019.
  • 2,903 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Pzena Investment Management's 13F filing for Q4 2021, filed 4 Feb 2022.