CSat Investment Advisory’s UnitedHealth UNH Stock Holding History

CSat Investment Advisory’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 Q1	$1.47M	Sell	3,957 -3,301	-45%	-$1.14M	1.24%	23
2020 Q4	$2.54M	Buy	7,258 +4,453	+159%	+$1.49M	2.36%	10
2020 Q3	$875K	Buy	2,805 +258	+10%	+$79.2K	0.08%	117
2020 Q2	$751K	Buy	2,547 +8	+0.3%	+$2.29K	0.09%	117
2020 Q1	$633K	Buy	2,539 +326	+15%	+$89.7K	0.13%	100
2019 Q4	$650K	Buy	2,213 +347	+19%	+$90.8K	0.17%	107
2019 Q3	$405K	Buy	1,866 +204	+12%	+$49.2K	0.13%	150
2019 Q2	$405K	Buy	1,662 +1,659	+55,300%	+$399K	0.14%	113
2019 Q1	$1K	Hold	3	–	–	﹤0.01%	548
2018 Q4	$1K	Hold	3	–	–	﹤0.01%	545
2018 Q3	$1K	Buy	3 +2	+200%	+$520	﹤0.01%	546
2018 Q2	$0	Buy	+1	New	+$240	﹤0.01%	556
2015 Q4	–	Sell	-60,508	Closed	-$7.02M	–	20
2015 Q3	$7.02M	Sell	60,508 -43,493	-42%	-$5.21M	6.16%	5
2015 Q2	$12.7M	Sell	104,001 -15,907	-13%	-$1.88M	5.93%	2
2015 Q1	$14.2M	Sell	119,908 -6,347	-5%	-$705K	6.19%	4
2014 Q4	$12.8M	Buy	+126,255	New	+$12M	5.3%	8

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's UNH Position: Q1 2021 in Review

CSat Investment Advisory reduced its UnitedHealth (UNH) stake by 45% in Q1 2021, selling an estimated $1.14M and leaving 3,957 shares worth $1.47M. The position accounts for 1.24% of the portfolio, ranked #23.

CSat Investment Advisory first reported a position in UNH in Q4 2014 and has held it in 16 quarters since. The position peaked at $14.2M in Q1 2015. 2,512 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

CSat Investment Advisory held 3,957 shares of UnitedHealth worth $1.47M as of Q1 2021.
CSat Investment Advisory sold 3,301 UnitedHealth shares in Q1 2021, an estimated $1.14M.
UnitedHealth made up 1.24% of CSat Investment Advisory's portfolio in Q1 2021, its #23 holding.
CSat Investment Advisory first reported a position in UnitedHealth in Q4 2014 and has held it in 16 quarters since.
CSat Investment Advisory's UnitedHealth position peaked at $14.2M in Q1 2015.
2,512 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.