Walled Lake Planning & Wealth Management’s UnitedHealth UNH Stock Holding History

Walled Lake Planning & Wealth 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
2021 Q4	–	Sell	-64	Closed	-$25K	–	299
2021 Q3	$25K	Hold	64	–	–	0.02%	207
2021 Q2	$26K	Hold	64	–	–	0.02%	193
2021 Q1	$24K	Hold	64	–	–	0.02%	184
2020 Q4	$22K	Hold	64	–	–	0.02%	172
2020 Q3	$20K	Hold	64	–	–	0.02%	172
2020 Q2	$19K	Hold	64	–	–	0.02%	158
2020 Q1	$16K	Hold	64	–	–	0.01%	152
2019 Q4	$19K	Buy	+64	New	+$16.7K	0.01%	162

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

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

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

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

Walled Lake Planning & Wealth Management's UNH Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of UnitedHealth (UNH) in Q4 2021, closing a stake of 64 shares — an estimated $25K sold.

Walled Lake Planning & Wealth Management first reported a position in UNH in Q4 2019 and held it in 8 quarters. The position peaked at $26K in Q2 2021. 2,902 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining UnitedHealth position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 64 UnitedHealth shares in Q4 2021, an estimated $25K.
Walled Lake Planning & Wealth Management first reported a position in UnitedHealth in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's UnitedHealth position peaked at $26K in Q2 2021.
2,902 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.