Access Financial Services’s UnitedHealth UNH Stock Holding History

Access 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
2021 Q3	–	Sell	-773	Closed	-$310K	–	118
2021 Q2	$310K	Buy	773 +23	+3%	+$9.17K	0.14%	102
2021 Q1	$279K	Hold	750	–	–	0.13%	93
2020 Q4	$263K	Buy	+750	New	+$251K	0.13%	88
2020 Q1	–	Sell	-7,519	Closed	-$2.21M	–	76
2019 Q4	$2.21M	Sell	7,519 -107	-1%	-$28K	1.28%	14
2019 Q3	$1.66M	Sell	7,626 -325	-4%	-$78.4K	1.18%	26
2019 Q2	$1.94M	Buy	7,951 +6,211	+357%	+$1.49M	1.48%	16
2019 Q1	$430K	Buy	1,740 +75	+5%	+$19.1K	0.34%	55
2018 Q4	$415K	Buy	1,665 +318	+24%	+$84K	0.37%	54
2018 Q3	$358K	Hold	1,347	–	–	0.25%	57
2018 Q2	$330K	Sell	1,347 -50	-4%	-$12K	0.23%	58
2018 Q1	$299K	Sell	1,397 -75	-5%	-$17.1K	0.22%	59
2017 Q4	$325K	Sell	1,472 -45	-3%	-$9.54K	0.22%	61
2017 Q3	$297K	Hold	1,517	–	–	0.23%	59
2017 Q2	$281K	Hold	1,517	–	–	0.23%	60
2017 Q1	$249K	Hold	1,517	–	–	0.21%	62
2016 Q4	$243K	Buy	+1,517	New	+$227K	0.22%	61

Other funds holding UNH

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Access Financial Services's UNH Position: Q3 2021 in Review

Access Financial Services sold out of UnitedHealth (UNH) in Q3 2021, closing a stake of 773 shares — an estimated $310K sold.

Access Financial Services first reported a position in UNH in Q4 2016 and held it in 16 quarters. The position peaked at $2.21M in Q4 2019. 2,564 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

Access Financial Services reported no remaining UnitedHealth position as of Q3 2021 after selling out during the quarter.
Access Financial Services sold 773 UnitedHealth shares in Q3 2021, an estimated $310K.
Access Financial Services first reported a position in UnitedHealth in Q4 2016 and held it in 16 quarters.
Access Financial Services's UnitedHealth position peaked at $2.21M in Q4 2019.
2,564 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Access Financial Services's 13F filing for Q3 2021, filed 28 Oct 2021.