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Claybrook Capital’s UnitedHealth UNH Stock Holding History

Claybrook Capital’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 		– Sell
-7,192
Closed -$2.88M – 248
2021
Q2 		$2.88M Buy
+7,192
New +$2.87M 0.94% 33
2019
Q1 		– Sell
-370
Closed -$92K – 649
2018
Q4 		$92K Buy
+370
New +$97.7K 0.03% 211

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

Claybrook Capital's UNH Position: Q3 2021 in Review

Claybrook Capital sold out of UnitedHealth (UNH) in Q3 2021, closing a stake of 7,192 shares — an estimated $2.88M sold.

Claybrook Capital first reported a position in UNH in Q4 2018 and held it in 2 quarters. The position peaked at $2.88M in Q2 2021. 2,565 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

  • Claybrook Capital reported no remaining UnitedHealth position as of Q3 2021 after selling out during the quarter.
  • Claybrook Capital sold 7,192 UnitedHealth shares in Q3 2021, an estimated $2.88M.
  • Claybrook Capital first reported a position in UnitedHealth in Q4 2018 and held it in 2 quarters.
  • Claybrook Capital's UnitedHealth position peaked at $2.88M in Q2 2021.
  • 2,565 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Claybrook Capital's 13F filing for Q3 2021, filed 15 Nov 2021.