Berman Capital Advisors’s UnitedHealth UNH Stock Holding History

Berman Capital 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 Q3	$2.2M	Buy	5,623 +1,048	+23%	+$434K	0.35%	40
2021 Q2	$1.83M	Buy	4,575 +516	+13%	+$206K	0.29%	42
2021 Q1	$1.51M	Buy	4,059 +377	+10%	+$131K	0.32%	41
2020 Q4	$1.29M	Buy	3,682 +1,706	+86%	+$572K	0.31%	49
2020 Q3	$614K	Sell	1,976 -79	-4%	-$24.3K	0.17%	62
2020 Q2	$605K	Buy	2,055 +544	+36%	+$156K	0.16%	61
2020 Q1	$376K	Buy	1,511 +636	+73%	+$175K	0.12%	76
2019 Q4	$257K	Buy	875 +29	+3%	+$7.59K	0.07%	115
2019 Q3	$183K	Sell	846 -253	-23%	-$61K	0.06%	141
2019 Q2	$268K	Buy	1,099 +385	+54%	+$92.6K	0.09%	111
2019 Q1	$176K	Buy	714 +58	+9%	+$14.8K	0.06%	136
2018 Q4	$162K	Buy	+656	New	+$173K	0.06%	118

Other funds holding UNH

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Berman Capital Advisors's UNH Position: Q3 2021 in Review

Berman Capital Advisors increased its UnitedHealth (UNH) stake by 23% in Q3 2021, buying an estimated $434K and bringing the position to 5,623 shares worth $2.2M. The position accounts for 0.35% of the portfolio, ranked #40.

Berman Capital Advisors first reported a position in UNH in Q4 2018 and has held it in 12 quarters since. 2,565 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

Berman Capital Advisors held 5,623 shares of UnitedHealth worth $2.2M as of Q3 2021.
Berman Capital Advisors bought 1,048 UnitedHealth shares in Q3 2021, an estimated $434K.
UnitedHealth made up 0.35% of Berman Capital Advisors's portfolio in Q3 2021, its #40 holding.
Berman Capital Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 12 quarters since.
2,565 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.