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Winfield Associates’s UnitedHealth UNH Stock Holding History

Winfield 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
Q1 		$645K Sell
1,264
-35
-3% -$16.9K 0.23% 90
2021
Q4 		$652K Sell
1,299
-8
-0.6% -$3.62K 0.22% 93
2021
Q3 		$511K Hold
1,307
– – 0.19% 100
2021
Q2 		$523K Sell
1,307
-71
-5% -$28.3K 0.19% 98
2021
Q1 		$513K Hold
1,378
– – 0.21% 92
2020
Q4 		$483K Hold
1,378
– – 0.2% 88
2020
Q3 		$430K Hold
1,378
– – 0.2% 85
2020
Q2 		$406K Buy
1,378
+240
+21% +$68.8K 0.21% 85
2020
Q1 		$284K Buy
+1,138
New +$313K 0.18% 83
2018
Q1 		– Sell
-645
Closed -$143K – 632
2017
Q4 		$143K Hold
645
– – 0.07% 133
2017
Q3 		$126K Hold
645
– – 0.07% 133
2017
Q2 		$120K Hold
645
– – 0.07% 136
2017
Q1 		$106K Sell
645
-25
-4% -$4.09K 0.06% 146
2016
Q4 		$107K Buy
670
+5
+0.8% +$747 0.07% 143
2016
Q3 		$93K Hold
665
– – 0.06% 144
2016
Q2 		$94K Buy
665
+5
+0.8% +$667 0.06% 141
2016
Q1 		$85K Buy
660
+510
+340% +$60.3K 0.06% 138
2015
Q4 		$18K Sell
150
-150
-50% -$17.5K 0.01% 221
2015
Q3 		$35K Hold
300
– – 0.03% 177
2015
Q2 		$37K Hold
300
– – 0.03% 177
2015
Q1 		$35K Hold
300
– – 0.02% 180
2014
Q4 		$30K Hold
300
– – 0.02% 184
2014
Q3 		$26K Hold
300
– – 0.02% 189
2014
Q2 		$24K Hold
300
– – 0.02% 208
2014
Q1 		$25K Buy
+300
New +$22.6K 0.02% 193

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
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

Winfield Associates's UNH Position: Q1 2022 in Review

Winfield Associates reduced its UnitedHealth (UNH) stake by 2.7% in Q1 2022, selling an estimated $16.9K and leaving 1,264 shares worth $645K. The position accounts for 0.23% of the portfolio, ranked #90.

Winfield Associates first reported a position in UNH in Q1 2014 and has held it in 25 quarters since. The position peaked at $652K in Q4 2021. 2,961 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • Winfield Associates held 1,264 shares of UnitedHealth worth $645K as of Q1 2022.
  • Winfield Associates sold 35 UnitedHealth shares in Q1 2022, an estimated $16.9K.
  • UnitedHealth made up 0.23% of Winfield Associates's portfolio in Q1 2022, its #90 holding.
  • Winfield Associates first reported a position in UnitedHealth in Q1 2014 and has held it in 25 quarters since.
  • Winfield Associates's UnitedHealth position peaked at $652K in Q4 2021.
  • 2,961 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.