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Tevis Investment Management’s UnitedHealth UNH Stock Holding History

Tevis Investment Management’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 		– Sell
-362
Closed -$183K – 183
2022
Q3 		$183K Hold
362
– – 0.18% 87
2022
Q2 		$187K Hold
362
– – 0.18% 87
2022
Q1 		$186K Sell
362
-123
-25% -$59.3K 0.17% 93
2021
Q4 		$248K Buy
+485
New +$220K 0.22% 94

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

Tevis Investment Management's UNH Position: Q4 2022 in Review

Tevis Investment Management sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 362 shares — an estimated $183K sold.

Tevis Investment Management first reported a position in UNH in Q4 2021 and held it in 4 quarters. The position peaked at $248K in Q4 2021. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • Tevis Investment Management reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 362 UnitedHealth shares in Q4 2022, an estimated $183K.
  • Tevis Investment Management first reported a position in UnitedHealth in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's UnitedHealth position peaked at $248K in Q4 2021.
  • 3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.