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swisspartners’s UnitedHealth UNH Stock Holding History

swisspartners’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
Q4 		$408K Sell
770
-20
-3% -$10.6K 0.52% 44
2022
Q3 		$399K Hold
790
– – 0.41% 47
2022
Q2 		$419K Buy
790
+70
+10% +$35.2K 0.4% 48
2022
Q1 		$367K Buy
+720
New +$347K 0.29% 59

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
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 $1.56T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

swisspartners's UNH Position: Q4 2022 in Review

swisspartners reduced its UnitedHealth (UNH) stake by 2.5% in Q4 2022, selling an estimated $10.6K and leaving 770 shares worth $408K. The position accounts for 0.52% of the portfolio, ranked #44.

swisspartners first reported a position in UNH in Q1 2022 and has held it in 4 quarters since. The position peaked at $419K in Q2 2022. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • swisspartners held 770 shares of UnitedHealth worth $408K as of Q4 2022.
  • swisspartners sold 20 UnitedHealth shares in Q4 2022, an estimated $10.6K.
  • UnitedHealth made up 0.52% of swisspartners's portfolio in Q4 2022, its #44 holding.
  • swisspartners first reported a position in UnitedHealth in Q1 2022 and has held it in 4 quarters since.
  • swisspartners's UnitedHealth position peaked at $419K in Q2 2022.
  • 3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on swisspartners's 13F filing for Q4 2022, filed 14 Feb 2023.