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Sheets Smith Investment Management’s UnitedHealth UNH Stock Holding History

Sheets Smith Investment 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
Q2 		$2.23M Buy
4,066
+16
+0.4% +$8.04K 2.59% 8
2022
Q1 		$2.06M Buy
4,050
+59
+1% +$28.5K 2.54% 8
2021
Q4 		$2M Buy
+3,991
New +$1.81M 1.42% 15
2020
Q4 		$1.29M Buy
+3,671
New +$1.23M 1.16% 25

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sheets Smith Investment Management's UNH Position: Q2 2022 in Review

Sheets Smith Investment Management increased its UnitedHealth (UNH) stake by 0.4% in Q2 2022, buying an estimated $8.04K and bringing the position to 4,066 shares worth $2.23M. The position accounts for 2.59% of the portfolio, ranked #8.

Sheets Smith Investment Management first reported a position in UNH in Q4 2020 and has held it in 4 quarters since. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

  • Sheets Smith Investment Management held 4,066 shares of UnitedHealth worth $2.23M as of Q2 2022.
  • Sheets Smith Investment Management bought 16 UnitedHealth shares in Q2 2022, an estimated $8.04K.
  • UnitedHealth made up 2.59% of Sheets Smith Investment Management's portfolio in Q2 2022, its #8 holding.
  • Sheets Smith Investment Management first reported a position in UnitedHealth in Q4 2020 and has held it in 4 quarters since.
  • 2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Sheets Smith Investment Management's 13F filing for Q2 2022, filed 22 Aug 2022.