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Titleist Capital’s UnitedHealth UNH Stock Holding History

Titleist Capital’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 		$899K Sell
1,695
-410
-19% -$217K 0.21% 104
2022
Q3 		$1.06M Sell
2,105
-136
-6% -$71.5K 0.24% 92
2022
Q2 		$1.15M Sell
2,241
-371
-14% -$186K 0.28% 81
2022
Q1 		$1.33M Sell
2,612
-108
-4% -$52.1K 0.26% 75
2021
Q4 		$1.37M Buy
+2,720
New +$1.23M 0.26% 72

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

Titleist Capital's UNH Position: Q4 2022 in Review

Titleist Capital reduced its UnitedHealth (UNH) stake by 19% in Q4 2022, selling an estimated $217K and leaving 1,695 shares worth $899K. The position accounts for 0.21% of the portfolio, ranked #104.

Titleist Capital first reported a position in UNH in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.37M in Q4 2021. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • Titleist Capital held 1,695 shares of UnitedHealth worth $899K as of Q4 2022.
  • Titleist Capital sold 410 UnitedHealth shares in Q4 2022, an estimated $217K.
  • UnitedHealth made up 0.21% of Titleist Capital's portfolio in Q4 2022, its #104 holding.
  • Titleist Capital first reported a position in UnitedHealth in Q4 2021 and has held it in 5 quarters since.
  • Titleist Capital's UnitedHealth position peaked at $1.37M in Q4 2021.
  • 3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Titleist Capital's 13F filing for Q4 2022, filed 12 Jan 2023.