Strategic Global Advisors’s UnitedHealth UNH Stock Holding History

Strategic Global Advisors’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	–	Sell	-5,709	Closed	-$2.91M	–	164
2022 Q1	$2.91M	Buy	5,709 +210	+4%	+$101K	0.43%	76
2021 Q4	$2.76M	Buy	5,499 +448	+9%	+$203K	0.36%	87
2021 Q3	$1.97M	Buy	5,051 +1,102	+28%	+$456K	0.29%	99
2021 Q2	$1.58M	Buy	+3,949	New	+$1.57M	0.29%	112
2021 Q1	–	Sell	-7,865	Closed	-$2.76M	–	181
2020 Q4	$2.76M	Buy	+7,865	New	+$2.64M	0.49%	67

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

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

Strategic Global Advisors's UNH Position: Q2 2022 in Review

Strategic Global Advisors sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 5,709 shares — an estimated $2.91M sold.

Strategic Global Advisors first reported a position in UNH in Q4 2020 and held it in 5 quarters. The position peaked at $2.91M in Q1 2022. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Strategic Global Advisors reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
Strategic Global Advisors sold 5,709 UnitedHealth shares in Q2 2022, an estimated $2.91M.
Strategic Global Advisors first reported a position in UnitedHealth in Q4 2020 and held it in 5 quarters.
Strategic Global Advisors's UnitedHealth position peaked at $2.91M in Q1 2022.
2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Strategic Global Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.