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Elm Advisors’s UnitedHealth UNH Stock Holding History

Elm Advisors’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 		– Sell
-330
Closed -$116K – 241
2020
Q4 		$116K Buy
+330
New +$111K 0.07% 107
2018
Q4 		– Sell
-330
Closed -$88K – 251
2018
Q3 		$88K Buy
+330
New +$85.8K 0.06% 127

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elm Advisors's UNH Position: Q1 2021 in Review

Elm Advisors sold out of UnitedHealth (UNH) in Q1 2021, closing a stake of 330 shares — an estimated $116K sold.

Elm Advisors first reported a position in UNH in Q3 2018 and held it in 2 quarters. The position peaked at $116K in Q4 2020. 2,511 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

  • Elm Advisors reported no remaining UnitedHealth position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 330 UnitedHealth shares in Q1 2021, an estimated $116K.
  • Elm Advisors first reported a position in UnitedHealth in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's UnitedHealth position peaked at $116K in Q4 2020.
  • 2,511 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.