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Rothschild & Co Wealth Management (UK)’s UnitedHealth UNH Stock Holding History

Rothschild & Co Wealth Management (UK)’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
Q3 		– Sell
-61
Closed -$31K – 42
2022
Q2 		$31K Buy
+61
New +$30.6K ﹤0.01% 31
2018
Q3 		– Sell
-186
Closed -$46K – 54
2018
Q2 		$46K Buy
+186
New +$44.7K ﹤0.01% 38

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
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
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

Rothschild & Co Wealth Management (UK)'s UNH Position: Q3 2022 in Review

Rothschild & Co Wealth Management (UK) sold out of UnitedHealth (UNH) in Q3 2022, closing a stake of 61 shares — an estimated $31K sold.

Rothschild & Co Wealth Management (UK) first reported a position in UNH in Q2 2018 and held it in 2 quarters. The position peaked at $46K in Q2 2018. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • Rothschild & Co Wealth Management (UK) reported no remaining UnitedHealth position as of Q3 2022 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 61 UnitedHealth shares in Q3 2022, an estimated $31K.
  • Rothschild & Co Wealth Management (UK) first reported a position in UnitedHealth in Q2 2018 and held it in 2 quarters.
  • Rothschild & Co Wealth Management (UK)'s UnitedHealth position peaked at $46K in Q2 2018.
  • 2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2022, filed 27 Oct 2022.