Tru Independence Asset Management 2’s UnitedHealth UNH Stock Holding History

Tru Independence Asset Management 2’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 Q3	$659K	Buy	+1,305	New	+$686K	0.7%	23
2022 Q2	–	Sell	-478	Closed	-$244K	–	96
2022 Q1	$244K	Sell	478 -76	-14%	-$36.7K	0.14%	80
2021 Q4	$278K	Buy	554 +29	+6%	+$13.1K	0.15%	105
2021 Q3	$205K	Buy	+525	New	+$217K	0.15%	100
2021 Q1	–	Sell	-361	Closed	-$127K	–	393
2020 Q4	$127K	Buy	+361	New	+$121K	0.11%	110

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Tru Independence Asset Management 2's UNH Position: Q3 2022 in Review

Tru Independence Asset Management 2 opened a new position in UnitedHealth (UNH) in Q3 2022: 1,305 shares worth $659K. The stake represents 0.7% of the portfolio and ranks #23 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in UNH as recently as Q1 2022.

Tru Independence Asset Management 2 first reported a position in UNH in Q4 2020 and has held it in 5 quarters since. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

Tru Independence Asset Management 2 held 1,305 shares of UnitedHealth worth $659K as of Q3 2022.
UnitedHealth was a new Tru Independence Asset Management 2 position in Q3 2022.
UnitedHealth made up 0.7% of Tru Independence Asset Management 2's portfolio in Q3 2022, its #23 holding.
Tru Independence Asset Management 2 first reported a position in UnitedHealth in Q4 2020 and has held it in 5 quarters since.
2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2022, filed 31 Oct 2022.