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St. James Investment Advisors’s UnitedHealth UNH Stock Holding History

St. James Investment 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
Q4 		$77.4K Buy
146
+58
+66% +$30.7K 0.14% 63
2022
Q3 		$44K Buy
88
+12
+16% +$6.31K 0.1% 66
2022
Q2 		$39K Buy
+76
New +$38.2K 0.08% 69
2022
Q1 		– Sell
-166
Closed -$83K – 85
2021
Q4 		$83K Buy
+166
New +$75.1K 0.06% 61

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

St. James Investment Advisors's UNH Position: Q4 2022 in Review

St. James Investment Advisors increased its UnitedHealth (UNH) stake by 66% in Q4 2022, buying an estimated $30.7K and bringing the position to 146 shares worth $77.4K. The position accounts for 0.14% of the portfolio, ranked #63.

St. James Investment Advisors first reported a position in UNH in Q4 2021 and has held it in 4 quarters since. The position peaked at $83K in Q4 2021. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • St. James Investment Advisors held 146 shares of UnitedHealth worth $77.4K as of Q4 2022.
  • St. James Investment Advisors bought 58 UnitedHealth shares in Q4 2022, an estimated $30.7K.
  • UnitedHealth made up 0.14% of St. James Investment Advisors's portfolio in Q4 2022, its #63 holding.
  • St. James Investment Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 4 quarters since.
  • St. James Investment Advisors's UnitedHealth position peaked at $83K in Q4 2021.
  • 3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on St. James Investment Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.