Shikiar Asset Management’s UnitedHealth UNH Stock Holding History

Shikiar Asset 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	–	Sell	-400	Closed	-$204K	–	97
2022 Q1	$204K	Hold	400	–	–	0.06%	93
2021 Q4	$201K	Buy	+400	New	+$181K	0.05%	98
2021 Q3	–	Sell	-500	Closed	-$200K	–	112
2021 Q2	$200K	Buy	+500	New	+$199K	0.06%	97
2020 Q3	–	Sell	-800	Closed	-$236K	–	88
2020 Q2	$236K	Buy	+800	New	+$229K	0.11%	74
2020 Q1	–	Sell	-800	Closed	-$235K	–	95
2019 Q4	$235K	Buy	+800	New	+$209K	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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Shikiar Asset Management's UNH Position: Q2 2022 in Review

Shikiar Asset Management sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 400 shares — an estimated $204K sold.

Shikiar Asset Management first reported a position in UNH in Q4 2019 and held it in 5 quarters. The position peaked at $236K in Q2 2020. 2,958 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Shikiar Asset Management reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
Shikiar Asset Management sold 400 UnitedHealth shares in Q2 2022, an estimated $204K.
Shikiar Asset Management first reported a position in UnitedHealth in Q4 2019 and held it in 5 quarters.
Shikiar Asset Management's UnitedHealth position peaked at $236K in Q2 2020.
2,958 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Shikiar Asset Management's 13F filing for Q2 2022, filed 15 Jul 2022.