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Zeke Capital Advisors’s UnitedHealth UNH Stock Holding History

Zeke Capital Advisors’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 		$4.95M Buy
9,344
+1,322
+16% +$700K 0.32% 36
2022
Q3 		$4.05M Buy
8,022
+51
+0.6% +$26.8K 0.3% 45
2022
Q2 		$4.09M Sell
7,971
-4,189
-34% -$2.1M 0.27% 44
2022
Q1 		$6.2M Buy
12,160
+11,604
+2,087% +$5.6M 0.31% 41
2021
Q4 		$279K Sell
556
-8
-1% -$3.62K 0.02% 241
2021
Q3 		$220K Buy
+564
New +$234K 0.01% 268
2021
Q2 		– Sell
-1,591
Closed -$592K – 354
2021
Q1 		$592K Buy
1,591
+4
+0.3% +$1.39K 0.04% 118
2020
Q4 		$557K Sell
1,587
-502
-24% -$168K 0.05% 113
2020
Q3 		$651K Buy
2,089
+61
+3% +$18.7K 0.08% 90
2020
Q2 		$598K Sell
2,028
-154
-7% -$44.1K 0.12% 86
2020
Q1 		$544K Sell
2,182
-23,747
-92% -$6.53M 0.15% 83
2019
Q4 		$7.62M Buy
25,929
+945
+4% +$247K 0.63% 30
2019
Q3 		$5.43M Buy
24,984
+6,098
+32% +$1.47M 0.48% 39
2019
Q2 		$4.61M Sell
18,886
-118
-0.6% -$28.4K 0.43% 52
2019
Q1 		$4.7M Buy
19,004
+362
+2% +$92.3K 0.44% 46
2018
Q4 		$4.64M Sell
18,642
-7,091
-28% -$1.87M 0.44% 42
2018
Q3 		$6.85M Sell
25,733
-1,525
-6% -$397K 0.56% 33
2018
Q2 		$6.69M Buy
27,258
+1,829
+7% +$439K 0.62% 33
2018
Q1 		$5.44M Buy
25,429
+1,203
+5% +$275K 0.5% 38
2017
Q4 		$5.34M Buy
24,226
+3,803
+19% +$806K 0.56% 29
2017
Q3 		$4M Buy
20,423
+10,684
+110% +$2.06M 0.55% 33
2017
Q2 		$1.81M Buy
9,739
+2,368
+32% +$415K 0.35% 40
2017
Q1 		$1.21M Buy
7,371
+2,386
+48% +$391K 0.25% 55
2016
Q4 		$798K Buy
4,985
+2,787
+127% +$416K 0.22% 54
2016
Q3 		$318K Buy
+2,198
New +$308K 0.14% 56
2015
Q2 		– Sell
-1,792
Closed -$212K – 69
2015
Q1 		$212K Buy
+1,792
New +$199K 0.17% 63

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

Zeke Capital Advisors's UNH Position: Q4 2022 in Review

Zeke Capital Advisors increased its UnitedHealth (UNH) stake by 16% in Q4 2022, buying an estimated $700K and bringing the position to 9,344 shares worth $4.95M. The position accounts for 0.32% of the portfolio, ranked #36.

Zeke Capital Advisors first reported a position in UNH in Q1 2015 and has held it in 26 quarters since. The position peaked at $7.62M in Q4 2019. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • Zeke Capital Advisors held 9,344 shares of UnitedHealth worth $4.95M as of Q4 2022.
  • Zeke Capital Advisors bought 1,322 UnitedHealth shares in Q4 2022, an estimated $700K.
  • UnitedHealth made up 0.32% of Zeke Capital Advisors's portfolio in Q4 2022, its #36 holding.
  • Zeke Capital Advisors first reported a position in UnitedHealth in Q1 2015 and has held it in 26 quarters since.
  • Zeke Capital Advisors's UnitedHealth position peaked at $7.62M in Q4 2019.
  • 3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.