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YorkBridge Wealth Partners’s UnitedHealth UNH Stock Holding History

YorkBridge Wealth Partners’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 		$7.2M Sell
13,585
-426
-3% -$226K 1.83% 10
2022
Q3 		$7.08M Buy
14,011
+68
+0.5% +$35.8K 1.82% 10
2022
Q2 		$7.16M Sell
13,943
-1,331
-9% -$668K 1.87% 8
2022
Q1 		$7.79M Sell
15,274
-22
-0.1% -$10.6K 1.71% 11
2021
Q4 		$7.68M Buy
15,296
+272
+2% +$123K 1.72% 11
2021
Q3 		$5.87M Buy
15,024
+550
+4% +$228K 1.48% 15
2021
Q2 		$5.8M Buy
14,474
+197
+1% +$78.6K 1.51% 14
2021
Q1 		$5.31M Buy
14,277
+696
+5% +$241K 1.57% 13
2020
Q4 		$4.76M Buy
13,581
+515
+4% +$173K 1.6% 15
2020
Q3 		$4.07M Buy
13,066
+6,132
+88% +$1.88M 1.71% 15
2020
Q2 		$2.04M Buy
6,934
+81
+1% +$23.2K 0.93% 31
2020
Q1 		$1.71M Sell
6,853
-415
-6% -$114K 1.05% 26
2019
Q4 		$2.14M Sell
7,268
-326
-4% -$85.3K 0.98% 26
2019
Q3 		$1.65M Sell
7,594
-970
-11% -$234K 0.83% 41
2019
Q2 		$2.09M Buy
8,564
+247
+3% +$59.4K 0.93% 25
2019
Q1 		$2.06M Sell
8,317
-90
-1% -$23K 0.95% 24
2018
Q4 		$2.09M Buy
8,407
+48
+0.6% +$12.7K 1.11% 18
2018
Q3 		$2.25M Sell
8,359
-164
-2% -$42.7K 1.03% 19
2018
Q2 		$2.09M Sell
8,523
-75
-0.9% -$18K 0.92% 24
2018
Q1 		$1.93M Sell
8,598
-6
-0.1% -$1.37K 0.89% 24
2017
Q4 		$1.89M Sell
8,604
-659
-7% -$140K 0.91% 23
2017
Q3 		$1.81M Sell
9,263
-216
-2% -$41.7K 0.94% 23
2017
Q2 		$1.77M Sell
9,479
-76
-0.8% -$13.3K 0.94% 22
2017
Q1 		$1.66M Buy
9,555
+349
+4% +$57.2K 0.87% 27
2016
Q4 		$1.41M Buy
+9,206
New +$1.38M 0.83% 30

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's UNH Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its UnitedHealth (UNH) stake by 3% in Q4 2022, selling an estimated $226K and leaving 13,585 shares worth $7.2M. The position accounts for 1.83% of the portfolio, ranked #10.

YorkBridge Wealth Partners first reported a position in UNH in Q4 2016 and has held it in 25 quarters since. The position peaked at $7.79M in Q1 2022. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • YorkBridge Wealth Partners held 13,585 shares of UnitedHealth worth $7.2M as of Q4 2022.
  • YorkBridge Wealth Partners sold 426 UnitedHealth shares in Q4 2022, an estimated $226K.
  • UnitedHealth made up 1.83% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #10 holding.
  • YorkBridge Wealth Partners first reported a position in UnitedHealth in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's UnitedHealth position peaked at $7.79M in Q1 2022.
  • 3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.