Covenant Multifamily Offices’s UnitedHealth UNH Stock Holding History

Covenant Multifamily Offices’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	$840K	Buy	2,134 +115	+6%	+$47.6K	0.15%	95
2021 Q2	$808K	Buy	2,019 +424	+27%	+$169K	0.15%	101
2021 Q1	$593K	Buy	+1,595	New	+$553K	0.12%	98
2020 Q1	–	Sell	-25,071	Closed	-$2.65M	–	182
2019 Q4	$2.65M	Buy	25,071 +19,325	+336%	+$5.06M	0.45%	42
2019 Q3	$1.25M	Buy	5,746 +1	+0%	+$241	0.27%	54
2019 Q2	$1.4M	Sell	5,745 -458	-7%	-$110K	0.31%	48
2019 Q1	$1.53M	Buy	6,203 +575	+10%	+$147K	0.5%	23
2018 Q4	$1.4M	Buy	+5,628	New	+$1.49M	0.54%	21

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

Covenant Multifamily Offices's UNH Position: Q3 2021 in Review

Covenant Multifamily Offices increased its UnitedHealth (UNH) stake by 5.7% in Q3 2021, buying an estimated $47.6K and bringing the position to 2,134 shares worth $840K. The position accounts for 0.15% of the portfolio, ranked #95.

Covenant Multifamily Offices first reported a position in UNH in Q4 2018 and has held it in 8 quarters since. The position peaked at $2.65M in Q4 2019. 2,565 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

Covenant Multifamily Offices held 2,134 shares of UnitedHealth worth $840K as of Q3 2021.
Covenant Multifamily Offices bought 115 UnitedHealth shares in Q3 2021, an estimated $47.6K.
UnitedHealth made up 0.15% of Covenant Multifamily Offices's portfolio in Q3 2021, its #95 holding.
Covenant Multifamily Offices first reported a position in UnitedHealth in Q4 2018 and has held it in 8 quarters since.
Covenant Multifamily Offices's UnitedHealth position peaked at $2.65M in Q4 2019.
2,565 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Covenant Multifamily Offices's 13F filing for Q3 2021, filed 21 Oct 2021.