Coe Capital Management’s UnitedHealth UNH Stock Holding History

Coe Capital 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	$2.56M	Sell	6,389 -213	-3%	-$84.9K	2.41%	13
2021 Q1	$2.46M	Buy	6,602 +44	+0.7%	+$15.2K	2.47%	13
2020 Q4	$2.3M	Sell	6,558 -71	-1%	-$23.8K	2.51%	14
2020 Q3	$2.07M	Buy	6,629 +198	+3%	+$60.8K	2.78%	12
2020 Q2	$1.9M	Buy	6,431 +36	+0.6%	+$10.3K	2.82%	12
2020 Q1	$1.59M	Buy	6,395 +32	+0.5%	+$8.81K	2.66%	12
2019 Q4	$1.87M	Sell	6,363 -652	-9%	-$171K	2.39%	15
2019 Q3	$1.52M	Buy	7,015 +136	+2%	+$32.8K	1.69%	21
2019 Q2	$1.68M	Buy	+6,879	New	+$1.65M	1.86%	18

Other funds holding UNH

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Coe Capital Management's UNH Position: Q2 2021 in Review

Coe Capital Management reduced its UnitedHealth (UNH) stake by 3.2% in Q2 2021, selling an estimated $84.9K and leaving 6,389 shares worth $2.56M. The position accounts for 2.41% of the portfolio, ranked #13.

Coe Capital Management first reported a position in UNH in Q2 2019 and has held it in 9 quarters since. 2,586 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

Coe Capital Management held 6,389 shares of UnitedHealth worth $2.56M as of Q2 2021.
Coe Capital Management sold 213 UnitedHealth shares in Q2 2021, an estimated $84.9K.
UnitedHealth made up 2.41% of Coe Capital Management's portfolio in Q2 2021, its #13 holding.
Coe Capital Management first reported a position in UnitedHealth in Q2 2019 and has held it in 9 quarters since.
2,586 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on Coe Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.