Round Table Services’s UnitedHealth UNH Stock Holding History

Round Table Services’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	$347K	Buy	688 +14	+2%	+$7.36K	0.07%	101
2022 Q2	$346K	Sell	674 -4	-0.6%	-$2.01K	0.06%	103
2022 Q1	$346K	Sell	678 -36	-5%	-$17.4K	0.06%	116
2021 Q4	$359K	Buy	714 +135	+23%	+$61.1K	0.07%	101
2021 Q3	$226K	Buy	579 +33	+6%	+$13.7K	0.05%	123
2021 Q2	$219K	Sell	546 -51	-9%	-$20.3K	0.05%	117
2021 Q1	$222K	Buy	+597	New	+$207K	0.05%	107

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Round Table Services's UNH Position: Q3 2022 in Review

Round Table Services increased its UnitedHealth (UNH) stake by 2.1% in Q3 2022, buying an estimated $7.36K and bringing the position to 688 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #101.

Round Table Services first reported a position in UNH in Q1 2021 and has held it in 7 quarters since. The position peaked at $359K in Q4 2021. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

Round Table Services held 688 shares of UnitedHealth worth $347K as of Q3 2022.
Round Table Services bought 14 UnitedHealth shares in Q3 2022, an estimated $7.36K.
UnitedHealth made up 0.07% of Round Table Services's portfolio in Q3 2022, its #101 holding.
Round Table Services first reported a position in UnitedHealth in Q1 2021 and has held it in 7 quarters since.
Round Table Services's UnitedHealth position peaked at $359K in Q4 2021.
2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Round Table Services's 13F filing for Q3 2022, filed 25 Oct 2022.