SCFS
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S.C. Financial Services’s UnitedHealth UNH Stock Holding History

S.C. Financial 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
Q4 		$608K Buy
1,147
+102
+10% +$54K 0.94% 32
2022
Q3 		$528K Sell
1,045
-34
-3% -$17.9K 0.84% 37
2022
Q2 		$554K Sell
1,079
-53
-5% -$26.6K 0.85% 35
2022
Q1 		$577K Sell
1,132
-128
-10% -$61.7K 0.74% 44
2021
Q4 		$589K Buy
+1,260
New +$570K 0.68% 48

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

S.C. Financial Services's UNH Position: Q4 2022 in Review

S.C. Financial Services increased its UnitedHealth (UNH) stake by 9.8% in Q4 2022, buying an estimated $54K and bringing the position to 1,147 shares worth $608K. The position accounts for 0.94% of the portfolio, ranked #32.

S.C. Financial Services first reported a position in UNH in Q4 2021 and has held it in 5 quarters since. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • S.C. Financial Services held 1,147 shares of UnitedHealth worth $608K as of Q4 2022.
  • S.C. Financial Services bought 102 UnitedHealth shares in Q4 2022, an estimated $54K.
  • UnitedHealth made up 0.94% of S.C. Financial Services's portfolio in Q4 2022, its #32 holding.
  • S.C. Financial Services first reported a position in UnitedHealth in Q4 2021 and has held it in 5 quarters since.
  • 3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.