Country Club Trust’s UnitedHealth UNH Stock Holding History

Country Club Trust’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	$2.29M	Buy	4,549 +110	+2%	+$49.8K	0.18%	118
2021 Q3	$1.78M	Buy	4,439 +146	+3%	+$60.5K	0.15%	130
2021 Q2	$1.71M	Buy	4,293 +269	+7%	+$107K	0.15%	127
2021 Q1	$1.5M	Buy	4,024 +361	+10%	+$125K	0.14%	129
2020 Q4	$1.26M	Buy	3,663 +134	+4%	+$44.9K	0.13%	132
2020 Q3	$1.1M	Buy	3,529 +332	+10%	+$102K	0.13%	130
2020 Q2	$926K	Buy	3,197 +314	+11%	+$90K	0.13%	108
2020 Q1	$724K	Buy	2,883 +184	+7%	+$50.6K	0.1%	136
2019 Q4	$793K	Buy	2,699 +47	+2%	+$12.3K	0.09%	144
2019 Q3	$571K	Buy	2,652 +117	+5%	+$28.2K	0.06%	157
2019 Q2	$618K	Buy	2,535 +53	+2%	+$12.7K	0.07%	155
2019 Q1	$614K	Buy	2,482 +106	+4%	+$27K	0.07%	150
2018 Q4	$592K	Buy	2,376 +221	+10%	+$58.4K	0.08%	153
2018 Q3	$573K	Sell	2,155 -18	-0.8%	-$4.68K	0.07%	154
2018 Q2	$534K	Buy	2,173 +115	+6%	+$27.6K	0.07%	159
2018 Q1	$440K	Buy	2,058 +655	+47%	+$150K	0.05%	177
2017 Q4	$309K	Buy	1,403 +125	+10%	+$26.5K	0.04%	175
2017 Q3	$251K	Hold	1,278	–	–	0.03%	192
2017 Q2	$237K	Buy	1,278 +45	+4%	+$7.89K	0.03%	169
2017 Q1	$202K	Buy	+1,233	New	+$202K	0.03%	203

Other funds holding UNH

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

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

Country Club Trust's UNH Position: Q4 2021 in Review

Country Club Trust increased its UnitedHealth (UNH) stake by 2.5% in Q4 2021, buying an estimated $49.8K and bringing the position to 4,549 shares worth $2.29M. The position accounts for 0.18% of the portfolio, ranked #118.

Country Club Trust first reported a position in UNH in Q1 2017 and has held it in 20 quarters since. 2,902 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

Country Club Trust held 4,549 shares of UnitedHealth worth $2.29M as of Q4 2021.
Country Club Trust bought 110 UnitedHealth shares in Q4 2021, an estimated $49.8K.
UnitedHealth made up 0.18% of Country Club Trust's portfolio in Q4 2021, its #118 holding.
Country Club Trust first reported a position in UnitedHealth in Q1 2017 and has held it in 20 quarters since.
2,902 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Country Club Trust's 13F filing for Q4 2021, filed 21 Jan 2022.