Schneider Downs Wealth Management Advisors’s UnitedHealth UNH Stock Holding History

Schneider Downs Wealth Management Advisors’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	-1,216	Closed	-$614K	–	152
2022 Q3	$614K	Sell	1,216 -531	-30%	-$279K	0.18%	52
2022 Q2	$897K	Sell	1,747 -13	-0.7%	-$6.53K	0.25%	40
2022 Q1	$898K	Sell	1,760 -118	-6%	-$56.9K	0.23%	45
2021 Q4	$943K	Sell	1,878 -31	-2%	-$14K	0.23%	51
2021 Q3	$746K	Buy	1,909 +238	+14%	+$98.6K	0.19%	61
2021 Q2	$669K	Buy	1,671 +8	+0.5%	+$3.19K	0.17%	60
2021 Q1	$619K	Buy	+1,663	New	+$576K	0.15%	56
2020 Q4	–	Sell	-859	Closed	-$268K	–	106
2020 Q3	$268K	Hold	859	–	–	0.09%	79
2020 Q2	$253K	Hold	859	–	–	0.09%	76
2020 Q1	$214K	Buy	+859	New	+$236K	0.08%	85

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

Schneider Downs Wealth Management Advisors's UNH Position: Q4 2022 in Review

Schneider Downs Wealth Management Advisors sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 1,216 shares — an estimated $614K sold.

Schneider Downs Wealth Management Advisors first reported a position in UNH in Q1 2020 and held it in 10 quarters. The position peaked at $943K in Q4 2021. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Schneider Downs Wealth Management Advisors reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 1,216 UnitedHealth shares in Q4 2022, an estimated $614K.
Schneider Downs Wealth Management Advisors first reported a position in UnitedHealth in Q1 2020 and held it in 10 quarters.
Schneider Downs Wealth Management Advisors's UnitedHealth position peaked at $943K in Q4 2021.
3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.