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Asset Planning Corporation’s UnitedHealth UNH Stock Holding History

Asset Planning Corporation’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
Q1 		– Sell
-68
Closed -$24K – 63
2020
Q4 		$24K Buy
+68
New +$22.8K 0.02% 59

Other funds holding UNH

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Asset Planning Corporation's UNH Position: Q1 2021 in Review

Asset Planning Corporation sold out of UnitedHealth (UNH) in Q1 2021, closing a stake of 68 shares — an estimated $24K sold.

Asset Planning Corporation first reported a position in UNH in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 2,511 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

  • Asset Planning Corporation reported no remaining UnitedHealth position as of Q1 2021 after selling out during the quarter.
  • Asset Planning Corporation sold 68 UnitedHealth shares in Q1 2021, an estimated $24K.
  • Asset Planning Corporation first reported a position in UnitedHealth in Q4 2020 and held it in 1 quarter.
  • Asset Planning Corporation's UnitedHealth position peaked at $24K in Q4 2020.
  • 2,511 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on Asset Planning Corporation's 13F filing for Q1 2021, filed 17 May 2021.