Selective Wealth Management’s UnitedHealth UNH Stock Holding History

Selective Wealth Management’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	-402	Closed	-$203K	–	681
2022 Q3	$203K	Buy	402 +10	+3%	+$5.26K	0.09%	125
2022 Q2	$201K	Sell	392 -36	-8%	-$18.1K	0.07%	142
2022 Q1	$218K	Sell	428 -15	-3%	-$7.24K	0.08%	124
2021 Q4	$222K	Sell	443 -250	-36%	-$113K	0.09%	115
2021 Q3	$271K	Buy	693 +585	+542%	+$242K	0.14%	80
2021 Q2	$43K	Buy	108 +91	+535%	+$36.3K	0.03%	203
2021 Q1	$6K	Hold	17	–	–	0.01%	301
2020 Q4	$6K	Hold	17	–	–	﹤0.01%	283
2020 Q3	$5K	Sell	17 -107	-86%	-$32.9K	﹤0.01%	249
2020 Q2	$37K	Hold	124	–	–	0.03%	129
2020 Q1	$31K	Hold	124	–	–	0.05%	83
2019 Q4	$36K	Hold	124	–	–	0.04%	85
2019 Q3	$27K	Buy	+124	New	+$29.9K	0.04%	102

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

Selective Wealth Management's UNH Position: Q4 2022 in Review

Selective Wealth Management sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 402 shares — an estimated $203K sold.

Selective Wealth Management first reported a position in UNH in Q3 2019 and held it in 13 quarters. The position peaked at $271K in Q3 2021. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Selective Wealth Management reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 402 UnitedHealth shares in Q4 2022, an estimated $203K.
Selective Wealth Management first reported a position in UnitedHealth in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's UnitedHealth position peaked at $271K in Q3 2021.
3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.