Yorktown Management & Research Company’s UnitedHealth UNH Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-565	Closed	-$288K	–	237
2022 Q1	$288K	Sell	565 -92	-14%	-$44.4K	0.24%	164
2021 Q4	$330K	Sell	657 -68	-9%	-$30.8K	0.22%	165
2021 Q3	$283K	Hold	725	–	–	0.21%	188
2021 Q2	$290K	Hold	725	–	–	0.23%	181
2021 Q1	$270K	Sell	725 -525	-42%	-$182K	0.22%	165
2020 Q4	$438K	Buy	1,250 +150	+14%	+$50.3K	0.39%	110
2020 Q3	$343K	Hold	1,100	–	–	0.32%	154
2020 Q2	$324K	Buy	+1,100	New	+$315K	0.29%	144
2017 Q3	–	Sell	-1,100	Closed	-$204K	–	418
2017 Q2	$204K	Buy	+1,100	New	+$193K	0.07%	294

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

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

Yorktown Management & Research Company's UNH Position: Q2 2022 in Review

Yorktown Management & Research Company sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 565 shares — an estimated $288K sold.

Yorktown Management & Research Company first reported a position in UNH in Q2 2017 and held it in 9 quarters. The position peaked at $438K in Q4 2020. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Yorktown Management & Research Company reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
Yorktown Management & Research Company sold 565 UnitedHealth shares in Q2 2022, an estimated $288K.
Yorktown Management & Research Company first reported a position in UnitedHealth in Q2 2017 and held it in 9 quarters.
Yorktown Management & Research Company's UnitedHealth position peaked at $438K in Q4 2020.
2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Yorktown Management & Research Company's 13F filing for Q2 2022, filed 29 Jul 2022.