Strategic Capital Advisers’s UnitedHealth UNH Stock Holding History

Strategic Capital Advisers’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 Q2	$3.91M	Sell	7,609 -41	-0.5%	-$20.6K	3.23%	7
2022 Q1	$3.9M	Sell	7,650 -414	-5%	-$200K	2.97%	9
2021 Q4	$4.05M	Sell	8,064 -48	-0.6%	-$21.7K	2.9%	11
2021 Q3	$3.17M	Buy	8,112 +744	+10%	+$308K	2.47%	17
2021 Q2	$2.95M	Sell	7,368 -404	-5%	-$161K	2.44%	18
2021 Q1	$2.89M	Sell	7,772 -839	-10%	-$291K	2.51%	14
2020 Q4	$3.02M	Sell	8,611 -213	-2%	-$71.4K	2.57%	15
2020 Q3	$2.75M	Buy	8,824 +106	+1%	+$32.6K	2.58%	15
2020 Q2	$2.57M	Sell	8,718 -663	-7%	-$190K	2.58%	15
2020 Q1	$2.34M	Buy	9,381 +6,280	+203%	+$1.73M	2.83%	14
2019 Q4	$912K	Buy	3,101 +200	+7%	+$52.3K	0.85%	36
2019 Q3	$630K	Buy	2,901 +901	+45%	+$217K	0.7%	37
2019 Q2	$488K	Buy	+2,000	New	+$481K	0.51%	41

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Strategic Capital Advisers's UNH Position: Q2 2022 in Review

Strategic Capital Advisers reduced its UnitedHealth (UNH) stake by 0.54% in Q2 2022, selling an estimated $20.6K and leaving 7,609 shares worth $3.91M. The position accounts for 3.23% of the portfolio, ranked #7.

Strategic Capital Advisers first reported a position in UNH in Q2 2019 and has held it in 13 quarters since. The position peaked at $4.05M in Q4 2021. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Strategic Capital Advisers held 7,609 shares of UnitedHealth worth $3.91M as of Q2 2022.
Strategic Capital Advisers sold 41 UnitedHealth shares in Q2 2022, an estimated $20.6K.
UnitedHealth made up 3.23% of Strategic Capital Advisers's portfolio in Q2 2022, its #7 holding.
Strategic Capital Advisers first reported a position in UnitedHealth in Q2 2019 and has held it in 13 quarters since.
Strategic Capital Advisers's UnitedHealth position peaked at $4.05M in Q4 2021.
2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Strategic Capital Advisers's 13F filing for Q2 2022, filed 18 Jul 2022.