Stillwater Investment Management (Minnesota)’s UnitedHealth UNH Stock Holding History

Stillwater Investment Management (Minnesota)’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
2023 Q1	$498K	Buy	1,053 +3	+0.3%	+$1.45K	0.13%	64
2022 Q4	$557K	Buy	1,050 +3	+0.3%	+$1.59K	0.16%	63
2022 Q3	$529K	Buy	1,047 +3	+0.3%	+$1.58K	0.16%	58
2022 Q2	$536K	Buy	1,044 +3	+0.3%	+$1.51K	0.16%	60
2022 Q1	$531K	Buy	1,041 +3	+0.3%	+$1.45K	0.13%	60
2021 Q4	$521K	Buy	1,038 +2	+0.2%	+$905	0.13%	63
2021 Q3	$405K	Buy	1,036 +4	+0.4%	+$1.66K	0.11%	65
2021 Q2	$413K	Buy	1,032 +3	+0.3%	+$1.2K	0.11%	67
2021 Q1	$383K	Buy	1,029 +3	+0.3%	+$1.04K	0.11%	66
2020 Q4	$360K	Buy	1,026 +3	+0.3%	+$1.01K	0.11%	66
2020 Q3	$319K	Buy	1,023 +8	+0.8%	+$2.46K	0.12%	60
2020 Q2	$299K	Hold	1,015	–	–	0.12%	61
2020 Q1	$253K	Buy	1,015 +214	+27%	+$58.9K	0.12%	61
2019 Q4	$235K	Buy	+801	New	+$210K	0.09%	65
2018 Q4	–	Sell	-785	Closed	-$209K	–	66
2018 Q3	$209K	Buy	+785	New	+$204K	0.08%	65

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stillwater Investment Management (Minnesota)'s UNH Position: Q1 2023 in Review

Stillwater Investment Management (Minnesota) increased its UnitedHealth (UNH) stake by 0.29% in Q1 2023, buying an estimated $1.45K and bringing the position to 1,053 shares worth $498K. The position accounts for 0.13% of the portfolio, ranked #64.

Stillwater Investment Management (Minnesota) first reported a position in UNH in Q3 2018 and has held it in 15 quarters since. The position peaked at $557K in Q4 2022. 3,110 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Stillwater Investment Management (Minnesota) held 1,053 shares of UnitedHealth worth $498K as of Q1 2023.
Stillwater Investment Management (Minnesota) bought 3 UnitedHealth shares in Q1 2023, an estimated $1.45K.
UnitedHealth made up 0.13% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #64 holding.
Stillwater Investment Management (Minnesota) first reported a position in UnitedHealth in Q3 2018 and has held it in 15 quarters since.
Stillwater Investment Management (Minnesota)'s UnitedHealth position peaked at $557K in Q4 2022.
3,110 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.