Spearhead Capital Advisors’s UnitedHealth UNH Stock Holding History

Spearhead 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	$2.09M	Sell	4,141 -17,243	-81%	-$9.07M	2.27%	9
2022 Q2	$11M	Sell	21,384 -2,631	-11%	-$1.32M	1.64%	17
2022 Q1	$12.2M	Buy	24,015 +664	+3%	+$320K	1.52%	21
2021 Q4	$11.7M	Buy	23,351 +415	+2%	+$188K	1.42%	21
2021 Q3	$8.96M	Buy	22,936 +490	+2%	+$203K	1.19%	39
2021 Q2	$8.99M	Buy	22,446 +278	+1%	+$111K	1.22%	34
2021 Q1	$8.25M	Buy	22,168 +1,530	+7%	+$530K	1.22%	39
2020 Q4	$7.24M	Buy	20,638 +1,393	+7%	+$467K	1.15%	32
2020 Q3	$6M	Buy	19,245 +473	+3%	+$145K	1.15%	32
2020 Q2	$5.54M	Buy	18,772 +934	+5%	+$268K	1.18%	34
2020 Q1	$4.45M	Sell	17,838 -553	-3%	-$152K	1.28%	34
2019 Q4	$5.41M	Buy	18,391 +1,304	+8%	+$341K	1.34%	23
2019 Q3	$3.71M	Buy	17,087 +1,818	+12%	+$439K	1.03%	56
2019 Q2	$3.73M	Buy	15,269 +1,886	+14%	+$454K	1.09%	52
2019 Q1	$3.31M	Buy	+13,383	New	+$3.41M	1%	55

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

Spearhead Capital Advisors's UNH Position: Q3 2022 in Review

Spearhead Capital Advisors reduced its UnitedHealth (UNH) stake by 81% in Q3 2022, selling an estimated $9.07M and leaving 4,141 shares worth $2.09M. The position accounts for 2.27% of the portfolio, ranked #9.

Spearhead Capital Advisors first reported a position in UNH in Q1 2019 and has held it in 15 quarters since. The position peaked at $12.2M in Q1 2022. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

Spearhead Capital Advisors held 4,141 shares of UnitedHealth worth $2.09M as of Q3 2022.
Spearhead Capital Advisors sold 17,243 UnitedHealth shares in Q3 2022, an estimated $9.07M.
UnitedHealth made up 2.27% of Spearhead Capital Advisors's portfolio in Q3 2022, its #9 holding.
Spearhead Capital Advisors first reported a position in UnitedHealth in Q1 2019 and has held it in 15 quarters since.
Spearhead Capital Advisors's UnitedHealth position peaked at $12.2M in Q1 2022.
2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.