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Bel Air Investment Advisors’s UnitedHealth UNH Stock Holding History

Bel Air Investment Advisors’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 		$92.1M Buy
229,990
+6,063
+3% +$2.42M 2.81% 7
2021
Q1 		$83.3M Buy
+223,927
New +$77.6M 2.62% 6

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Bel Air Investment Advisors's UNH Position: Q2 2021 in Review

Bel Air Investment Advisors increased its UnitedHealth (UNH) stake by 2.7% in Q2 2021, buying an estimated $2.42M and bringing the position to 229,990 shares worth $92.1M. The position accounts for 2.81% of the portfolio, ranked #7.

Bel Air Investment Advisors first reported a position in UNH in Q1 2021 and has held it in 2 quarters since. 2,586 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

  • Bel Air Investment Advisors held 229,990 shares of UnitedHealth worth $92.1M as of Q2 2021.
  • Bel Air Investment Advisors bought 6,063 UnitedHealth shares in Q2 2021, an estimated $2.42M.
  • UnitedHealth made up 2.81% of Bel Air Investment Advisors's portfolio in Q2 2021, its #7 holding.
  • Bel Air Investment Advisors first reported a position in UnitedHealth in Q1 2021 and has held it in 2 quarters since.
  • 2,586 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.