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Sargent Bickham Lagudis’s UnitedHealth UNH Stock Holding History

Sargent Bickham Lagudis’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 		$10.5M Sell
19,812
-293
-1% -$155K 0.86% 25
2022
Q3 		$10.2M Sell
20,105
-480
-2% -$252K 0.91% 25
2022
Q2 		$10.6M Sell
20,585
-1,102
-5% -$553K 0.91% 23
2022
Q1 		$11.1M Buy
21,687
+148
+0.7% +$71.4K 0.86% 26
2021
Q4 		$10.8M Buy
21,539
+352
+2% +$159K 0.82% 27
2021
Q3 		$8.28M Sell
21,187
-206
-1% -$85.3K 0.67% 32
2021
Q2 		$8.57M Sell
21,393
-272
-1% -$108K 0.7% 31
2021
Q1 		$8.06M Sell
21,665
-33
-0.2% -$11.4K 0.71% 31
2020
Q4 		$7.61M Buy
21,698
+125
+0.6% +$41.9K 0.7% 32
2020
Q3 		$6.73M Buy
21,573
+87
+0.4% +$26.7K 0.68% 32
2020
Q2 		$6.34M Buy
21,486
+551
+3% +$158K 0.68% 34
2020
Q1 		$5.22M Buy
20,935
+1,473
+8% +$405K 0.67% 30
2019
Q4 		$5.72M Sell
19,462
-694
-3% -$182K 0.63% 30
2019
Q3 		$4.38M Sell
20,156
-240
-1% -$57.9K 0.53% 42
2019
Q2 		$4.98M Sell
20,396
-11,081
-35% -$2.67M 0.59% 38
2019
Q1 		$7.78M Buy
31,477
+86
+0.3% +$21.9K 0.9% 25
2018
Q4 		$7.82M Buy
31,391
+112
+0.4% +$29.6K 1.01% 23
2018
Q3 		$8.32M Buy
31,279
+1,504
+5% +$391K 0.99% 22
2018
Q2 		$7.3M Sell
29,775
-564
-2% -$135K 0.9% 24
2018
Q1 		$6.49M Buy
30,339
+9,703
+47% +$2.22M 0.81% 28
2017
Q4 		$4.55M Buy
20,636
+611
+3% +$129K 0.54% 46
2017
Q3 		$3.92M Buy
20,025
+116
+0.6% +$22.4K 0.49% 54
2017
Q2 		$3.69M Sell
19,909
-1,826
-8% -$320K 0.47% 57
2017
Q1 		$3.56M Sell
21,735
-1,173
-5% -$192K 0.46% 62
2016
Q4 		$3.67M Buy
22,908
+22,667
+9,405% +$3.39M 0.57% 50
2016
Q3 		$3.67K Sell
241
-27,657
-99% -$3.87M 0.55% 53
2016
Q2 		$3.94M Buy
27,898
+1,967
+8% +$262K 0.61% 45
2016
Q1 		$3.34M Buy
+25,931
New +$3.07M 0.54% 57

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

Sargent Bickham Lagudis's UNH Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its UnitedHealth (UNH) stake by 1.5% in Q4 2022, selling an estimated $155K and leaving 19,812 shares worth $10.5M. The position accounts for 0.86% of the portfolio, ranked #25.

Sargent Bickham Lagudis first reported a position in UNH in Q1 2016 and has held it in 28 quarters since. The position peaked at $11.1M in Q1 2022. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • Sargent Bickham Lagudis held 19,812 shares of UnitedHealth worth $10.5M as of Q4 2022.
  • Sargent Bickham Lagudis sold 293 UnitedHealth shares in Q4 2022, an estimated $155K.
  • UnitedHealth made up 0.86% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #25 holding.
  • Sargent Bickham Lagudis first reported a position in UnitedHealth in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's UnitedHealth position peaked at $11.1M in Q1 2022.
  • 3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.