Swaine & Leidel Wealth Services’s UnitedHealth UNH Stock Holding History

Swaine & Leidel Wealth Services’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 Q1	$4.48M	Buy	+4,479	New	+$2.16M	3.44%	2
2021 Q1	$4.48M	Buy	12,038 +860	+8%	+$298K	2.89%	2
2020 Q4	$3.92M	Sell	11,178 -481	-4%	-$161K	2.84%	6
2020 Q3	$3.63M	Sell	11,659 -230	-2%	-$70.6K	3.54%	4
2020 Q2	$3.51M	Sell	11,889 -111	-0.9%	-$31.8K	3.57%	7
2020 Q1	$2.99M	Buy	12,000 +488	+4%	+$134K	3.11%	7
2019 Q4	$3.38M	Buy	+11,512	New	+$3.01M	2.82%	7

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Swaine & Leidel Wealth Services's UNH Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in UnitedHealth (UNH) in Q1 2022: 4,479 shares worth $4.48M. The stake represents 3.44% of the portfolio and ranks #2 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in UNH as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in UNH in Q4 2019 and has held it in 7 quarters since. 2,959 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

Swaine & Leidel Wealth Services held 4,479 shares of UnitedHealth worth $4.48M as of Q1 2022.
UnitedHealth was a new Swaine & Leidel Wealth Services position in Q1 2022.
UnitedHealth made up 3.44% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #2 holding.
Swaine & Leidel Wealth Services first reported a position in UnitedHealth in Q4 2019 and has held it in 7 quarters since.
2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.