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Spectrum Management Group’s UnitedHealth UNH Stock Holding History

Spectrum Management Group’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 		$7.49M Buy
14,839
+110
+0.7% +$57.8K 1.63% 15
2022
Q2 		$7.57M Buy
+14,729
New +$7.4M 1.78% 10
2021
Q4 		– Sell
-511
Closed -$200K – 408
2021
Q3 		$200K Buy
511
+503
+6,288% +$208K 0.03% 121
2021
Q2 		$3K Buy
+8
New +$3.19K ﹤0.01% 230
2020
Q4 		– Sell
-27
Closed -$8K – 280
2020
Q3 		$8K Buy
27
+4
+17% +$1.23K ﹤0.01% 207
2020
Q2 		$7K Hold
23
– – ﹤0.01% 215
2020
Q1 		$6K Buy
+23
New +$6.33K ﹤0.01% 213
2019
Q3 		– Sell
-1,160
Closed -$283K – 236
2019
Q2 		$283K Sell
1,160
-2,305
-67% -$554K 0.08% 83
2019
Q1 		$857K Sell
3,465
-50
-1% -$12.8K 0.26% 49
2018
Q4 		$876K Buy
3,515
+220
+7% +$58.1K 0.31% 46
2018
Q3 		$877K Buy
3,295
+12
+0.4% +$3.12K 0.28% 49
2018
Q2 		$805K Buy
3,283
+210
+7% +$50.4K 0.28% 53
2018
Q1 		$658K Buy
3,073
+185
+6% +$42.3K 0.24% 57
2017
Q4 		$637K Sell
2,888
-129
-4% -$27.3K 0.22% 60
2017
Q3 		$591K Buy
3,017
+252
+9% +$48.7K 0.19% 76
2017
Q2 		$513K Buy
2,765
+395
+17% +$69.3K 0.19% 64
2017
Q1 		$389K Sell
2,370
-30
-1% -$4.91K 0.14% 74
2016
Q4 		$384K Buy
+2,400
New +$359K 0.14% 77
2015
Q4 		– Sell
-60
Closed -$7K – 245
2015
Q3 		$7K Hold
60
– – ﹤0.01% 164
2015
Q2 		$7K Hold
60
– – ﹤0.01% 106
2015
Q1 		$7K Hold
60
– – ﹤0.01% 103
2014
Q4 		$6K Hold
60
– – ﹤0.01% 117
2014
Q3 		$5K Hold
60
– – ﹤0.01% 114
2014
Q2 		$5K Sell
60
-80
-57% -$6.29K ﹤0.01% 124
2014
Q1 		$11K Hold
140
– – 0.01% 104
2013
Q4 		$11K Buy
+140
New +$10.1K 0.01% 116

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

Spectrum Management Group's UNH Position: Q3 2022 in Review

Spectrum Management Group increased its UnitedHealth (UNH) stake by 0.75% in Q3 2022, buying an estimated $57.8K and bringing the position to 14,839 shares worth $7.49M. The position accounts for 1.63% of the portfolio, ranked #15.

Spectrum Management Group first reported a position in UNH in Q4 2013 and has held it in 26 quarters since. The position peaked at $7.57M in Q2 2022. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • Spectrum Management Group held 14,839 shares of UnitedHealth worth $7.49M as of Q3 2022.
  • Spectrum Management Group bought 110 UnitedHealth shares in Q3 2022, an estimated $57.8K.
  • UnitedHealth made up 1.63% of Spectrum Management Group's portfolio in Q3 2022, its #15 holding.
  • Spectrum Management Group first reported a position in UnitedHealth in Q4 2013 and has held it in 26 quarters since.
  • Spectrum Management Group's UnitedHealth position peaked at $7.57M in Q2 2022.
  • 2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.