TPI Fund Managers’s UnitedHealth UNH Stock Holding History

TPI Fund Managers’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 Q2	$32.6M	Sell	63,406 -11,485	-15%	-$5.77M	5.46%	3
2022 Q1	$38.2M	Sell	74,891 -2,298	-3%	-$1.11M	4.92%	4
2021 Q4	$38.8M	Buy	77,189 +468	+0.6%	+$212K	4.77%	3
2021 Q3	$30M	Buy	76,721 +9,473	+14%	+$3.92M	4.05%	5
2021 Q2	$26.9M	Buy	67,248 +2,682	+4%	+$1.07M	3.71%	5
2021 Q1	$24M	Buy	64,566 +9,416	+17%	+$3.26M	3.75%	7
2020 Q4	$19.3M	Buy	55,150 +7,489	+16%	+$2.51M	3.31%	11
2020 Q3	$14.9M	Buy	47,661 +819	+2%	+$252K	3.17%	12
2020 Q2	$13.8M	Buy	46,842 +477	+1%	+$137K	3.2%	13
2020 Q1	$11.6M	Buy	46,365 +275	+0.6%	+$75.7K	3.51%	10
2019 Q4	$13.6M	Sell	46,090 -1,463	-3%	-$383K	3.26%	13
2019 Q3	$10.3M	Buy	47,553 +2,136	+5%	+$515K	2.94%	13
2019 Q2	$11.1M	Buy	+45,417	New	+$10.9M	3.39%	11

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TPI Fund Managers's UNH Position: Q2 2022 in Review

TPI Fund Managers reduced its UnitedHealth (UNH) stake by 15% in Q2 2022, selling an estimated $5.77M and leaving 63,406 shares worth $32.6M. The position accounts for 5.46% of the portfolio, ranked #3.

TPI Fund Managers first reported a position in UNH in Q2 2019 and has held it in 13 quarters since. The position peaked at $38.8M in Q4 2021. 2,958 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

TPI Fund Managers held 63,406 shares of UnitedHealth worth $32.6M as of Q2 2022.
TPI Fund Managers sold 11,485 UnitedHealth shares in Q2 2022, an estimated $5.77M.
UnitedHealth made up 5.46% of TPI Fund Managers's portfolio in Q2 2022, its #3 holding.
TPI Fund Managers first reported a position in UnitedHealth in Q2 2019 and has held it in 13 quarters since.
TPI Fund Managers's UnitedHealth position peaked at $38.8M in Q4 2021.
2,958 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on TPI Fund Managers's 13F filing for Q2 2022, filed 8 Aug 2022.