Drexel Morgan & Co’s UnitedHealth UNH Stock Holding History

Drexel Morgan & Co’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	–	Sell	-1,151	Closed	-$428K	–	106
2021 Q1	$428K	Sell	1,151 -28	-2%	-$9.7K	0.11%	73
2020 Q4	$413K	Hold	1,179	–	–	0.11%	71
2020 Q3	$368K	Sell	1,179 -260	-18%	-$79.9K	0.13%	72
2020 Q2	$424K	Hold	1,439	–	–	0.16%	69
2020 Q1	$359K	Hold	1,439	–	–	0.14%	66
2019 Q4	$423K	Hold	1,439	–	–	0.32%	62
2019 Q3	$313K	Buy	1,439 +6	+0.4%	+$1.45K	0.24%	69
2019 Q2	$350K	Hold	1,433	–	–	0.27%	69
2019 Q1	$354K	Buy	1,433 +260	+22%	+$66.3K	0.31%	69
2018 Q4	$292K	Hold	1,173	–	–	0.29%	69
2018 Q3	$312K	Hold	1,173	–	–	0.27%	72
2018 Q2	$288K	Hold	1,173	–	–	0.29%	74
2018 Q1	$251K	Sell	1,173 -655	-36%	-$150K	0.26%	79
2017 Q4	$403K	Hold	1,828	–	–	0.39%	61
2017 Q3	$358K	Hold	1,828	–	–	0.37%	62
2017 Q2	$339K	Hold	1,828	–	–	0.35%	63
2017 Q1	$300K	Sell	1,828 -325	-15%	-$53.2K	0.33%	70
2016 Q4	$345K	Hold	2,153	–	–	0.41%	61
2016 Q3	$301K	Hold	2,153	–	–	0.33%	69
2016 Q2	$304K	Hold	2,153	–	–	0.34%	70
2016 Q1	$278K	Hold	2,153	–	–	0.33%	71
2015 Q4	$253K	Hold	2,153	–	–	0.28%	80
2015 Q3	$250K	Sell	2,153 -375	-15%	-$44.9K	0.32%	71
2015 Q2	$308K	Sell	2,528 -980	-28%	-$116K	0.37%	70
2015 Q1	$415K	Buy	3,508 +1,260	+56%	+$140K	0.44%	64
2014 Q4	$227K	Buy	+2,248	New	+$213K	0.26%	83

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

Drexel Morgan & Co's UNH Position: Q2 2021 in Review

Drexel Morgan & Co sold out of UnitedHealth (UNH) in Q2 2021, closing a stake of 1,151 shares — an estimated $428K sold.

Drexel Morgan & Co first reported a position in UNH in Q4 2014 and held it in 26 quarters. The position peaked at $428K in Q1 2021. 2,587 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

Drexel Morgan & Co reported no remaining UnitedHealth position as of Q2 2021 after selling out during the quarter.
Drexel Morgan & Co sold 1,151 UnitedHealth shares in Q2 2021, an estimated $428K.
Drexel Morgan & Co first reported a position in UnitedHealth in Q4 2014 and held it in 26 quarters.
Drexel Morgan & Co's UnitedHealth position peaked at $428K in Q1 2021.
2,587 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on Drexel Morgan & Co's 13F filing for Q2 2021, filed 12 Aug 2021.