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Badgley, Phelps & Bell’s UnitedHealth UNH Stock Holding History

Badgley, Phelps & Bell’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 		$17.1M Sell
42,751
-12,655
-23% -$5.05M 0.64% 53
2021
Q1 		$20.6M Sell
55,406
-2,984
-5% -$1.03M 0.85% 40
2020
Q4 		$20.5M Sell
58,390
-949
-2% -$318K 0.89% 38
2020
Q3 		$18.5M Buy
59,339
+606
+1% +$186K 0.91% 39
2020
Q2 		$17.3M Buy
58,733
+31
+0.1% +$8.88K 0.95% 33
2020
Q1 		$14.6M Sell
58,702
-1,426
-2% -$392K 0.96% 36
2019
Q4 		$17.7M Sell
60,128
-64
-0.1% -$16.7K 0.93% 37
2019
Q3 		$13.1M Buy
60,192
+685
+1% +$165K 0.75% 53
2019
Q2 		$14.5M Sell
59,507
-801
-1% -$193K 0.85% 44
2019
Q1 		$14.9M Buy
60,308
+317
+0.5% +$80.8K 0.9% 42
2018
Q4 		$14.9M Buy
59,991
+920
+2% +$243K 1.08% 25
2018
Q3 		$15.7M Sell
59,071
-542
-0.9% -$141K 0.96% 29
2018
Q2 		$14.6M Sell
59,613
-525
-0.9% -$126K 0.95% 28
2018
Q1 		$12.9M Buy
60,138
+2,812
+5% +$642K 0.86% 38
2017
Q4 		$12.6M Sell
57,326
-646
-1% -$137K 0.87% 37
2017
Q3 		$11.4M Sell
57,972
-353
-0.6% -$68.2K 0.84% 42
2017
Q2 		$10.8M Buy
58,325
+1,007
+2% +$177K 0.84% 40
2017
Q1 		$9.4M Buy
57,318
+55,797
+3,668% +$9.14M 0.76% 52
2016
Q4 		$243K Sell
1,521
-26
-2% -$3.88K 0.02% 141
2016
Q3 		$217K Buy
1,547
+91
+6% +$12.7K 0.02% 139
2016
Q2 		$206K Buy
+1,456
New +$194K 0.02% 144

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Badgley, Phelps & Bell's UNH Position: Q2 2021 in Review

Badgley, Phelps & Bell reduced its UnitedHealth (UNH) stake by 23% in Q2 2021, selling an estimated $5.05M and leaving 42,751 shares worth $17.1M. The position accounts for 0.64% of the portfolio, ranked #53.

Badgley, Phelps & Bell first reported a position in UNH in Q2 2016 and has held it in 21 quarters since. The position peaked at $20.6M in Q1 2021. 2,587 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

  • Badgley, Phelps & Bell held 42,751 shares of UnitedHealth worth $17.1M as of Q2 2021.
  • Badgley, Phelps & Bell sold 12,655 UnitedHealth shares in Q2 2021, an estimated $5.05M.
  • UnitedHealth made up 0.64% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #53 holding.
  • Badgley, Phelps & Bell first reported a position in UnitedHealth in Q2 2016 and has held it in 21 quarters since.
  • Badgley, Phelps & Bell's UnitedHealth position peaked at $20.6M in Q1 2021.
  • 2,587 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.