WC Walker & Associates’s UnitedHealth UNH Stock Holding History

WC Walker & Associates’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	$829K	Buy	1,696 +179	+12%	+$94.8K	0.44%	43
2022 Q3	$824K	Buy	1,517 +605	+66%	+$318K	0.47%	43
2022 Q2	$483K	Buy	912 +94	+11%	+$47.2K	0.28%	48
2022 Q1	$439K	Buy	818 +125	+18%	+$60.3K	0.23%	51
2021 Q4	$325K	Hold	693	–	–	0.16%	57
2021 Q3	$271K	Hold	693	–	–	0.15%	58
2021 Q2	$283K	Hold	693	–	–	0.15%	56
2021 Q1	$252K	Hold	693	–	–	0.14%	59
2020 Q4	$225K	Buy	+693	New	+$232K	0.13%	61

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WC Walker & Associates's UNH Position: Q4 2022 in Review

WC Walker & Associates increased its UnitedHealth (UNH) stake by 12% in Q4 2022, buying an estimated $94.8K and bringing the position to 1,696 shares worth $829K. The position accounts for 0.44% of the portfolio, ranked #43.

WC Walker & Associates first reported a position in UNH in Q4 2020 and has held it in 9 quarters since. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

WC Walker & Associates held 1,696 shares of UnitedHealth worth $829K as of Q4 2022.
WC Walker & Associates bought 179 UnitedHealth shares in Q4 2022, an estimated $94.8K.
UnitedHealth made up 0.44% of WC Walker & Associates's portfolio in Q4 2022, its #43 holding.
WC Walker & Associates first reported a position in UnitedHealth in Q4 2020 and has held it in 9 quarters since.
3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.