SG3 Management’s UnitedHealth UNH Stock Holding History

SG3 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	-2,500	Closed	-$1.26M	–	333
2022 Q3	$1.26M	Sell	2,500 -5,000	-67%	-$2.63M	0.17%	89
2022 Q2	$3.85M	Hold	7,500	–	–	0.45%	51
2022 Q1	$3.83M	Buy	+7,500	New	+$3.62M	0.11%	177
2021 Q4	–	Sell	-23,700	Closed	-$9.26M	–	1299
2021 Q3	$9.26M	Buy	+23,700	New	+$9.82M	0.28%	67
2021 Q2	–	Sell	-28,000	Closed	-$10.4M	–	1351
2021 Q1	$10.4M	Sell	28,000 -58,500	-68%	-$20.3M	0.26%	83
2020 Q4	$30.3M	Buy	86,500 +31,500	+57%	+$10.6M	0.58%	21
2020 Q3	$17.1M	Buy	55,000 +36,000	+189%	+$11.1M	0.63%	26
2020 Q2	$5.6M	Buy	+19,000	New	+$5.44M	0.39%	56

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

SG3 Management's UNH Position: Q3 2022 in Review

SG3 Management sold out of UnitedHealth (UNH) in Q3 2022, closing a stake of 500 shares — an estimated $263K sold.

SG3 Management first reported a position in UNH in Q2 2020 and held it in 4 quarters. The position peaked at $1.12M in Q1 2021. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

SG3 Management reported no remaining UnitedHealth position as of Q3 2022 after selling out during the quarter.
SG3 Management sold 500 UnitedHealth shares in Q3 2022, an estimated $263K.
SG3 Management first reported a position in UnitedHealth in Q2 2020 and held it in 4 quarters.
SG3 Management's UnitedHealth position peaked at $1.12M in Q1 2021.
2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on SG3 Management's 13F filing for Q3 2022, filed 14 Nov 2022.