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Surevest’s UnitedHealth UNH Stock Holding History

Surevest’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
Q3 		$102K Sell
201
-99
-33% -$52.1K 0.03% 165
2022
Q2 		$154K Buy
300
+215
+253% +$108K 0.04% 148
2022
Q1 		$43K Hold
85
– – 0.01% 198
2021
Q4 		$43K Buy
+85
New +$38.5K 0.01% 198

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.56T 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

Surevest's UNH Position: Q3 2022 in Review

Surevest reduced its UnitedHealth (UNH) stake by 33% in Q3 2022, selling an estimated $52.1K and leaving 201 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #165.

Surevest first reported a position in UNH in Q4 2021 and has held it in 4 quarters since. The position peaked at $154K in Q2 2022. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • Surevest held 201 shares of UnitedHealth worth $102K as of Q3 2022.
  • Surevest sold 99 UnitedHealth shares in Q3 2022, an estimated $52.1K.
  • UnitedHealth made up 0.03% of Surevest's portfolio in Q3 2022, its #165 holding.
  • Surevest first reported a position in UnitedHealth in Q4 2021 and has held it in 4 quarters since.
  • Surevest's UnitedHealth position peaked at $154K in Q2 2022.
  • 2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.