Stonnington Group’s UnitedHealth UNH Stock Holding History

Stonnington 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
2023 Q1	$12.2M	Sell	23,188 -1,581	-6%	-$763K	3.18%	4
2022 Q4	$12M	Sell	24,769 -1,116	-4%	-$591K	3.32%	4
2022 Q3	$13.5M	Buy	25,885 +219	+0.9%	+$115K	3.8%	4
2022 Q2	$13.2M	Sell	25,666 -1,917	-7%	-$963K	3.51%	4
2022 Q1	$14.8M	Buy	27,583 +1,985	+8%	+$957K	3.55%	3
2021 Q4	$12M	Sell	25,598 -137	-0.5%	-$62K	2.59%	5
2021 Q3	$10.5M	Buy	25,735 +272	+1%	+$113K	2.35%	5
2021 Q2	$10.4M	Sell	25,463 -790	-3%	-$315K	2.32%	6
2021 Q1	$10.6M	Buy	+26,253	New	+$9.1M	2.58%	4

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

Stonnington Group's UNH Position: Q1 2023 in Review

Stonnington Group reduced its UnitedHealth (UNH) stake by 6.4% in Q1 2023, selling an estimated $763K and leaving 23,188 shares worth $12.2M. The position accounts for 3.18% of the portfolio, ranked #4.

Stonnington Group first reported a position in UNH in Q1 2021 and has held it in 9 quarters since. The position peaked at $14.8M in Q1 2022. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Stonnington Group held 23,188 shares of UnitedHealth worth $12.2M as of Q1 2023.
Stonnington Group sold 1,581 UnitedHealth shares in Q1 2023, an estimated $763K.
UnitedHealth made up 3.18% of Stonnington Group's portfolio in Q1 2023, its #4 holding.
Stonnington Group first reported a position in UnitedHealth in Q1 2021 and has held it in 9 quarters since.
Stonnington Group's UnitedHealth position peaked at $14.8M in Q1 2022.
3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.