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Beta Wealth Group’s UnitedHealth UNH Stock Holding History

Beta Wealth Group’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 		– Sell
-728
Closed -$271K – 69
2021
Q1 		$271K Buy
+728
New +$252K 0.2% 51
2014
Q1 		$297K Sell
3,627
-80
-2% -$6.02K 3.47% 12
2013
Q4 		$279K Buy
+3,707
New +$266K 3.54% 12

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

Beta Wealth Group's UNH Position: Q2 2021 in Review

Beta Wealth Group sold out of UnitedHealth (UNH) in Q2 2021, closing a stake of 728 shares — an estimated $271K sold.

Beta Wealth Group first reported a position in UNH in Q4 2013 and held it in 3 quarters. The position peaked at $297K in Q1 2014. 2,587 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

  • Beta Wealth Group reported no remaining UnitedHealth position as of Q2 2021 after selling out during the quarter.
  • Beta Wealth Group sold 728 UnitedHealth shares in Q2 2021, an estimated $271K.
  • Beta Wealth Group first reported a position in UnitedHealth in Q4 2013 and held it in 3 quarters.
  • Beta Wealth Group's UnitedHealth position peaked at $297K in Q1 2014.
  • 2,587 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on Beta Wealth Group's 13F filing for Q2 2021, filed 16 Aug 2021.