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Widmann Financial Services’s UnitedHealth UNH Stock Holding History

Widmann 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
Q1 		– Sell
-46
Closed -$23K – 435
2021
Q4 		$23K Buy
+46
New +$20.8K 0.02% 243

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Fidelity Investments
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State Street
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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
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

Widmann Financial Services's UNH Position: Q1 2022 in Review

Widmann Financial Services sold out of UnitedHealth (UNH) in Q1 2022, closing a stake of 46 shares — an estimated $23K sold.

Widmann Financial Services first reported a position in UNH in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 2,961 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • Widmann Financial Services reported no remaining UnitedHealth position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 46 UnitedHealth shares in Q1 2022, an estimated $23K.
  • Widmann Financial Services first reported a position in UnitedHealth in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's UnitedHealth position peaked at $23K in Q4 2021.
  • 2,961 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.