BT Wealth Management’s UnitedHealth UNH Stock Holding History

BT Wealth Management’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	-1,016	Closed	-$378K	–	68
2021 Q1	$378K	Hold	1,016	–	–	0.13%	40
2020 Q4	$356K	Buy	1,016 +16	+2%	+$5.36K	0.13%	40
2020 Q3	$312K	Hold	1,000	–	–	0.14%	41
2020 Q2	$295K	Hold	1,000	–	–	0.15%	39
2020 Q1	$249K	Hold	1,000	–	–	0.14%	44
2019 Q4	$294K	Hold	1,000	–	–	0.15%	49
2019 Q3	$217K	Sell	1,000 -5	-0.5%	-$1.21K	0.12%	50
2019 Q2	$248K	Buy	1,005 +5	+0.5%	+$1.2K	0.14%	45
2019 Q1	$247K	Sell	1,000 -621	-38%	-$158K	0.15%	47
2018 Q4	$430K	Buy	+1,621	New	+$428K	0.19%	58

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

BT Wealth Management's UNH Position: Q2 2021 in Review

BT Wealth Management sold out of UnitedHealth (UNH) in Q2 2021, closing a stake of 1,016 shares — an estimated $378K sold.

BT Wealth Management first reported a position in UNH in Q4 2018 and held it in 10 quarters. The position peaked at $430K in Q4 2018. 2,586 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

BT Wealth Management reported no remaining UnitedHealth position as of Q2 2021 after selling out during the quarter.
BT Wealth Management sold 1,016 UnitedHealth shares in Q2 2021, an estimated $378K.
BT Wealth Management first reported a position in UnitedHealth in Q4 2018 and held it in 10 quarters.
BT Wealth Management's UnitedHealth position peaked at $430K in Q4 2018.
2,586 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on BT Wealth Management's 13F filing for Q2 2021, filed 28 Jul 2021.