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Bingham Osborn & Scarborough’s UnitedHealth UNH Stock Holding History

Bingham Osborn & Scarborough’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
Q4 		– Sell
-1,488
Closed -$582K – 130
2021
Q3 		$582K Sell
1,488
-253
-15% -$105K 0.04% 80
2021
Q2 		$697K Buy
1,741
+286
+20% +$114K 0.05% 68
2021
Q1 		$541K Buy
1,455
+172
+13% +$59.6K 0.04% 72
2020
Q4 		$450K Sell
1,283
-96
-7% -$32.2K 0.04% 72
2020
Q3 		$430K Buy
1,379
+54
+4% +$16.6K 0.03% 100
2020
Q2 		$391K Buy
1,325
+188
+17% +$53.9K 0.03% 102
2020
Q1 		$284K Buy
1,137
+105
+10% +$28.9K 0.03% 115
2019
Q4 		$303K Sell
1,032
-192
-16% -$50.2K 0.02% 124
2019
Q3 		$266K Sell
1,224
-62
-5% -$15K 0.02% 122
2019
Q2 		$314K Buy
1,286
+145
+13% +$34.9K 0.03% 109
2019
Q1 		$282K Buy
1,141
+22
+2% +$5.61K 0.03% 120
2018
Q4 		$279K Sell
1,119
-81
-7% -$21.4K 0.03% 109
2018
Q3 		$319K Buy
1,200
+11
+0.9% +$2.86K 0.03% 111
2018
Q2 		$292K Sell
1,189
-16
-1% -$3.84K 0.03% 115
2018
Q1 		$258K Buy
1,205
+189
+19% +$43.2K 0.02% 120
2017
Q4 		$224K Buy
+1,016
New +$215K 0.02% 118

Other funds holding UNH

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bingham Osborn & Scarborough's UNH Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of UnitedHealth (UNH) in Q4 2021, closing a stake of 1,488 shares — an estimated $582K sold.

Bingham Osborn & Scarborough first reported a position in UNH in Q4 2017 and held it in 16 quarters. The position peaked at $697K in Q2 2021. 2,902 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining UnitedHealth position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 1,488 UnitedHealth shares in Q4 2021, an estimated $582K.
  • Bingham Osborn & Scarborough first reported a position in UnitedHealth in Q4 2017 and held it in 16 quarters.
  • Bingham Osborn & Scarborough's UnitedHealth position peaked at $697K in Q2 2021.
  • 2,902 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.