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Siena Capital’s UnitedHealth UNH Stock Holding History

Siena 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
Q3 		$3.25M Sell
6,441
-156
-2% -$82K 2.12% 14
2022
Q2 		$3.39M Sell
6,597
-98
-1% -$49.2K 2.05% 14
2022
Q1 		$3.41M Sell
6,695
-951
-12% -$459K 1.93% 18
2021
Q4 		$3.84M Buy
+7,646
New +$3.46M 2.2% 12

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Siena Capital's UNH Position: Q3 2022 in Review

Siena Capital reduced its UnitedHealth (UNH) stake by 2.4% in Q3 2022, selling an estimated $82K and leaving 6,441 shares worth $3.25M. The position accounts for 2.12% of the portfolio, ranked #14.

Siena Capital first reported a position in UNH in Q4 2021 and has held it in 4 quarters since. The position peaked at $3.84M in Q4 2021. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • Siena Capital held 6,441 shares of UnitedHealth worth $3.25M as of Q3 2022.
  • Siena Capital sold 156 UnitedHealth shares in Q3 2022, an estimated $82K.
  • UnitedHealth made up 2.12% of Siena Capital's portfolio in Q3 2022, its #14 holding.
  • Siena Capital first reported a position in UnitedHealth in Q4 2021 and has held it in 4 quarters since.
  • Siena Capital's UnitedHealth position peaked at $3.84M in Q4 2021.
  • 2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Siena Capital's 13F filing for Q3 2022, filed 2 Nov 2022.