SBB Research Group’s UnitedHealth UNH Stock Holding History

SBB Research Group’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	–	Sell	-424	Closed	-$214K	–	68
2022 Q3	$214K	Buy	+424	New	+$223K	0.3%	41

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

SBB Research Group's UNH Position: Q4 2022 in Review

SBB Research Group sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 424 shares — an estimated $214K sold.

SBB Research Group first reported a position in UNH in Q3 2022 and held it in 1 quarter. The position peaked at $214K in Q3 2022. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

SBB Research Group reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
SBB Research Group sold 424 UnitedHealth shares in Q4 2022, an estimated $214K.
SBB Research Group first reported a position in UnitedHealth in Q3 2022 and held it in 1 quarter.
SBB Research Group's UnitedHealth position peaked at $214K in Q3 2022.
3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on SBB Research Group's 13F filing for Q4 2022, filed 9 Feb 2023.