South Shore Capital Advisors’s UnitedHealth UNH Stock Holding History

South Shore Capital Advisors’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	$797K	Hold	1,578	–	–	1.86%	10
2022 Q2	$811K	Sell	1,578 -19	-1%	-$9.54K	1.69%	13
2022 Q1	$814K	Buy	1,597 +42	+3%	+$20.3K	1.33%	16
2021 Q4	$781K	Hold	1,555	–	–	1.27%	19
2021 Q3	$608K	Sell	1,555 -84	-5%	-$34.8K	1.1%	28
2021 Q2	$656K	Hold	1,639	–	–	1.16%	20
2021 Q1	$610K	Sell	1,639 -64	-4%	-$22.2K	0.61%	38
2020 Q4	$597K	Buy	+1,703	New	+$571K	0.59%	43

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

South Shore Capital Advisors's UNH Position: Q3 2022 in Review

South Shore Capital Advisors held its UnitedHealth (UNH) position steady in Q3 2022 at 1,578 shares worth $797K. The position accounts for 1.86% of the portfolio, ranked #10.

South Shore Capital Advisors first reported a position in UNH in Q4 2020 and has held it in 8 quarters since. The position peaked at $814K in Q1 2022. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

South Shore Capital Advisors held 1,578 shares of UnitedHealth worth $797K as of Q3 2022.
South Shore Capital Advisors left its UnitedHealth share count unchanged in Q3 2022.
UnitedHealth made up 1.86% of South Shore Capital Advisors's portfolio in Q3 2022, its #10 holding.
South Shore Capital Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 8 quarters since.
South Shore Capital Advisors's UnitedHealth position peaked at $814K in Q1 2022.
2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on South Shore Capital Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.