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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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 $1.47T 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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return