ADE LLC’s UnitedHealth UNH Stock Holding History

ADE LLC’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 Q2	–	Sell	-26	Closed	-$10K	–	269
2021 Q1	$10K	Hold	26	–	–	0.01%	194
2020 Q4	$9K	Buy	+26	New	+$8.71K	0.01%	269

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

ADE LLC's UNH Position: Q2 2021 in Review

ADE LLC sold out of UnitedHealth (UNH) in Q2 2021, closing a stake of 26 shares — an estimated $10K sold.

ADE LLC first reported a position in UNH in Q4 2020 and held it in 2 quarters. The position peaked at $10K in Q1 2021. 2,586 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

ADE LLC reported no remaining UnitedHealth position as of Q2 2021 after selling out during the quarter.
ADE LLC sold 26 UnitedHealth shares in Q2 2021, an estimated $10K.
ADE LLC first reported a position in UnitedHealth in Q4 2020 and held it in 2 quarters.
ADE LLC's UnitedHealth position peaked at $10K in Q1 2021.
2,586 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on ADE LLC's 13F filing for Q2 2021, filed 27 Jul 2021.