Derby & Company’s UnitedHealth UNH Stock Holding History

Derby & Company’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	-502	Closed	-$201K	–	79
2021 Q2	$201K	Buy	+502	New	+$200K	0.04%	78

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Derby & Company's UNH Position: Q3 2021 in Review

Derby & Company sold out of UnitedHealth (UNH) in Q3 2021, closing a stake of 502 shares — an estimated $201K sold.

Derby & Company first reported a position in UNH in Q2 2021 and held it in 1 quarter. The position peaked at $201K in Q2 2021. 2,566 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

Derby & Company reported no remaining UnitedHealth position as of Q3 2021 after selling out during the quarter.
Derby & Company sold 502 UnitedHealth shares in Q3 2021, an estimated $201K.
Derby & Company first reported a position in UnitedHealth in Q2 2021 and held it in 1 quarter.
Derby & Company's UnitedHealth position peaked at $201K in Q2 2021.
2,566 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Derby & Company's 13F filing for Q3 2021, filed 12 Nov 2021.