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SBK Financial’s UnitedHealth UNH Stock Holding History

SBK Financial’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
-429
Closed -$220K – 67
2022
Q2 		$220K Hold
429
– – 0.29% 64
2022
Q1 		$219K Hold
429
– – 0.22% 65
2021
Q4 		$215K Buy
+429
New +$194K 0.17% 74

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SBK Financial's UNH Position: Q3 2022 in Review

SBK Financial sold out of UnitedHealth (UNH) in Q3 2022, closing a stake of 429 shares — an estimated $220K sold.

SBK Financial first reported a position in UNH in Q4 2021 and held it in 3 quarters. The position peaked at $220K in Q2 2022. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • SBK Financial reported no remaining UnitedHealth position as of Q3 2022 after selling out during the quarter.
  • SBK Financial sold 429 UnitedHealth shares in Q3 2022, an estimated $220K.
  • SBK Financial first reported a position in UnitedHealth in Q4 2021 and held it in 3 quarters.
  • SBK Financial's UnitedHealth position peaked at $220K in Q2 2022.
  • 2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on SBK Financial's 13F filing for Q3 2022, filed 21 Oct 2022.