Stewart Asset Management’s UnitedHealth UNH Stock Holding History

Stewart Asset Management’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	$16.7M	Sell	31,566 -3,284	-9%	-$1.74M	12.83%	1
2022 Q3	$17.6M	Buy	34,850 +1,526	+5%	+$802K	12.77%	1
2022 Q2	$17.1M	Sell	33,324 -3,390	-9%	-$1.7M	13.64%	1
2022 Q1	$18.7M	Buy	36,714 +2,697	+8%	+$1.3M	9.95%	1
2021 Q4	$17.1M	Sell	34,017 -748	-2%	-$339K	9.12%	2
2021 Q3	$13.6M	Sell	34,765 -42	-0.1%	-$17.4K	7.1%	5
2021 Q2	$13.9M	Buy	34,807 +2,769	+9%	+$1.1M	7.2%	5
2021 Q1	$11.9M	Buy	32,038 +26,428	+471%	+$9.16M	7.63%	5
2020 Q4	$8.98M	Sell	5,610 -14,774	-72%	-$4.95M	5.45%	7
2020 Q3	$6.36M	Sell	20,384 -520	-2%	-$160K	4.91%	8
2020 Q2	$6.17M	Buy	20,904 +1,997	+11%	+$572K	4.96%	7
2020 Q1	$4.71M	Buy	18,907 +3,507	+23%	+$965K	5.07%	6
2019 Q4	$4.53M	Buy	+15,400	New	+$4.03M	4.57%	7

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stewart Asset Management's UNH Position: Q4 2022 in Review

Stewart Asset Management reduced its UnitedHealth (UNH) stake by 9.4% in Q4 2022, selling an estimated $1.74M and leaving 31,566 shares worth $16.7M. The position accounts for 12.83% of the portfolio, ranked #1.

Stewart Asset Management first reported a position in UNH in Q4 2019 and has held it in 13 quarters since. The position peaked at $18.7M in Q1 2022. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Stewart Asset Management held 31,566 shares of UnitedHealth worth $16.7M as of Q4 2022.
Stewart Asset Management sold 3,284 UnitedHealth shares in Q4 2022, an estimated $1.74M.
UnitedHealth made up 12.83% of Stewart Asset Management's portfolio in Q4 2022, its #1 holding.
Stewart Asset Management first reported a position in UnitedHealth in Q4 2019 and has held it in 13 quarters since.
Stewart Asset Management's UnitedHealth position peaked at $18.7M in Q1 2022.
3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Stewart Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.