Schoolcraft Capital’s UnitedHealth UNH Stock Holding History

Schoolcraft Capital’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	-495	Closed	-$250K	–	64
2022 Q3	$250K	Buy	+495	New	+$260K	0.08%	50

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

Schoolcraft Capital's UNH Position: Q4 2022 in Review

Schoolcraft Capital sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 495 shares — an estimated $250K sold.

Schoolcraft Capital first reported a position in UNH in Q3 2022 and held it in 1 quarter. The position peaked at $250K in Q3 2022. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Schoolcraft Capital reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
Schoolcraft Capital sold 495 UnitedHealth shares in Q4 2022, an estimated $250K.
Schoolcraft Capital first reported a position in UnitedHealth in Q3 2022 and held it in 1 quarter.
Schoolcraft Capital's UnitedHealth position peaked at $250K in Q3 2022.
3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Schoolcraft Capital's 13F filing for Q4 2022, filed 17 Oct 2023.