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Rockwood Wealth Management’s UnitedHealth UNH Stock Holding History

Rockwood Wealth 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
Q1 		– Sell
-991
Closed -$498K – 120
2021
Q4 		$498K Buy
+991
New +$449K 0.22% 51

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Rockwood Wealth Management's UNH Position: Q1 2022 in Review

Rockwood Wealth Management sold out of UnitedHealth (UNH) in Q1 2022, closing a stake of 991 shares — an estimated $498K sold.

Rockwood Wealth Management first reported a position in UNH in Q4 2021 and held it in 1 quarter. The position peaked at $498K in Q4 2021. 2,961 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • Rockwood Wealth Management reported no remaining UnitedHealth position as of Q1 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 991 UnitedHealth shares in Q1 2022, an estimated $498K.
  • Rockwood Wealth Management first reported a position in UnitedHealth in Q4 2021 and held it in 1 quarter.
  • Rockwood Wealth Management's UnitedHealth position peaked at $498K in Q4 2021.
  • 2,961 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.