Alley Company’s UnitedHealth UNH Stock Holding History

Alley 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
2021 Q4	$298K	Hold	594	–	–	0.05%	77
2021 Q3	$232K	Hold	594	–	–	0.04%	79
2021 Q2	$238K	Sell	594 -11	-2%	-$4.39K	0.04%	79
2021 Q1	$225K	Hold	605	–	–	0.04%	78
2020 Q4	$212K	Sell	605 -49	-7%	-$16.4K	0.04%	80
2020 Q3	$204K	Buy	+654	New	+$201K	0.01%	78

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alley Company's UNH Position: Q4 2021 in Review

Alley Company held its UnitedHealth (UNH) position steady in Q4 2021 at 594 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #77.

Alley Company first reported a position in UNH in Q3 2020 and has held it in 6 quarters since. 2,902 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

Alley Company held 594 shares of UnitedHealth worth $298K as of Q4 2021.
Alley Company left its UnitedHealth share count unchanged in Q4 2021.
UnitedHealth made up 0.05% of Alley Company's portfolio in Q4 2021, its #77 holding.
Alley Company first reported a position in UnitedHealth in Q3 2020 and has held it in 6 quarters since.
2,902 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Alley Company's 13F filing for Q4 2021, filed 25 Jan 2022.