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TrustCore Financial Services’s UnitedHealth UNH Stock Holding History

TrustCore Financial Services’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 		$1.16M Sell
2,186
-208
-9% -$110K 0.1% 104
2022
Q3 		$1.21M Buy
2,394
+12
+0.5% +$6.31K 0.11% 89
2022
Q2 		$1.22M Hold
2,382
– – 0.11% 94
2022
Q1 		$1.22M Buy
2,382
+225
+10% +$109K 0.1% 95
2021
Q4 		$1.08M Buy
2,157
+8
+0.4% +$3.62K 0.12% 87
2021
Q3 		$840K Buy
2,149
+121
+6% +$50.1K 0.08% 117
2021
Q2 		$812K Buy
2,028
+143
+8% +$57K 0.09% 121
2021
Q1 		$701K Buy
1,885
+30
+2% +$10.4K 0.08% 129
2020
Q4 		$651K Buy
1,855
+55
+3% +$18.4K 0.08% 127
2020
Q3 		$561K Sell
1,800
-200
-10% -$61.4K 0.09% 132
2020
Q2 		$590K Sell
2,000
-32
-2% -$9.17K 0.1% 122
2020
Q1 		$507K Sell
2,032
-93
-4% -$25.6K 0.11% 116
2019
Q4 		$625K Hold
2,125
– – 0.12% 114
2019
Q3 		$462K Sell
2,125
-250
-11% -$60.3K 0.1% 128
2019
Q2 		$580K Buy
2,375
+1,535
+183% +$369K 0.13% 113
2019
Q1 		$208K Buy
840
+22
+3% +$5.61K 0.06% 154
2018
Q4 		$204K Buy
818
+8
+1% +$2.11K 0.11% 64
2018
Q3 		$215K Hold
810
– – 0.07% 148
2018
Q2 		$199K Buy
810
+206
+34% +$49.5K 0.07% 139
2018
Q1 		$129K Hold
604
– – 0.05% 178
2017
Q4 		$133K Buy
+604
New +$128K 0.05% 170

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

TrustCore Financial Services's UNH Position: Q4 2022 in Review

TrustCore Financial Services reduced its UnitedHealth (UNH) stake by 8.7% in Q4 2022, selling an estimated $110K and leaving 2,186 shares worth $1.16M. The position accounts for 0.1% of the portfolio, ranked #104.

TrustCore Financial Services first reported a position in UNH in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.22M in Q2 2022. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • TrustCore Financial Services held 2,186 shares of UnitedHealth worth $1.16M as of Q4 2022.
  • TrustCore Financial Services sold 208 UnitedHealth shares in Q4 2022, an estimated $110K.
  • UnitedHealth made up 0.1% of TrustCore Financial Services's portfolio in Q4 2022, its #104 holding.
  • TrustCore Financial Services first reported a position in UnitedHealth in Q4 2017 and has held it in 21 quarters since.
  • TrustCore Financial Services's UnitedHealth position peaked at $1.22M in Q2 2022.
  • 3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.