VAM
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Vienna Asset Management’s UnitedHealth UNH Stock Holding History

Vienna Asset 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
Q3 		$55K Buy
+109
New +$57.3K 0.15% 30
2022
Q1 		– Sell
-964
Closed -$484K – 118
2021
Q4 		$484K Buy
+964
New +$436K 0.44% 47

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vienna Asset Management's UNH Position: Q3 2022 in Review

Vienna Asset Management opened a new position in UnitedHealth (UNH) in Q3 2022: 109 shares worth $55K. The stake represents 0.15% of the portfolio and ranks #30 among its holdings. This is a return to the name: Vienna Asset Management previously reported a position in UNH as recently as Q4 2021.

Vienna Asset Management first reported a position in UNH in Q4 2021 and has held it in 2 quarters since. The position peaked at $484K in Q4 2021. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • Vienna Asset Management held 109 shares of UnitedHealth worth $55K as of Q3 2022.
  • UnitedHealth was a new Vienna Asset Management position in Q3 2022.
  • UnitedHealth made up 0.15% of Vienna Asset Management's portfolio in Q3 2022, its #30 holding.
  • Vienna Asset Management first reported a position in UnitedHealth in Q4 2021 and has held it in 2 quarters since.
  • Vienna Asset Management's UnitedHealth position peaked at $484K in Q4 2021.
  • 2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Vienna Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.