Beacon Capital Management Inc (Ohio)’s UnitedHealth UNH Stock Holding History

Beacon Capital Management Inc (Ohio)’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	-8	Closed	-$3K	–	79
2020 Q4	$3K	Hold	8	–	–	﹤0.01%	64
2020 Q3	$2K	Buy	+8	New	+$2.46K	﹤0.01%	85
2020 Q2	–	Sell	-7	Closed	-$2K	–	103
2020 Q1	$2K	Buy	+7	New	+$1.93K	﹤0.01%	76
2017 Q2	–	Sell	-1	Closed	–	–	204
2017 Q1	$0	Buy	+1	New	+$164	﹤0.01%	206
2016 Q1	–	Sell	-4	Closed	–	–	334
2015 Q4	$0	Buy	+4	New	+$468	﹤0.01%	379

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s UNH Position: Q1 2021 in Review

Beacon Capital Management Inc (Ohio) sold out of UnitedHealth (UNH) in Q1 2021, closing a stake of 8 shares — an estimated $3K sold.

Beacon Capital Management Inc (Ohio) first reported a position in UNH in Q4 2015 and held it in 5 quarters. The position peaked at $3K in Q4 2020. 2,511 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

Beacon Capital Management Inc (Ohio) reported no remaining UnitedHealth position as of Q1 2021 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 8 UnitedHealth shares in Q1 2021, an estimated $3K.
Beacon Capital Management Inc (Ohio) first reported a position in UnitedHealth in Q4 2015 and held it in 5 quarters.
Beacon Capital Management Inc (Ohio)'s UnitedHealth position peaked at $3K in Q4 2020.
2,511 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2021, filed 14 Apr 2021.