Farr Miller & Washington’s UnitedHealth UNH Stock Holding History

Farr Miller & Washington’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	$805K	Buy	2,059 +76	+4%	+$31.5K	0.05%	104
2021 Q2	$794K	Buy	1,983 +500	+34%	+$199K	0.05%	105
2021 Q1	$552K	Buy	1,483 +129	+10%	+$44.7K	0.04%	124
2020 Q4	$475K	Buy	1,354 +150	+12%	+$50.3K	0.04%	123
2020 Q3	$375K	Hold	1,204	–	–	0.03%	126
2020 Q2	$355K	Hold	1,204	–	–	0.03%	123
2020 Q1	$300K	Buy	1,204 +164	+16%	+$45.1K	0.03%	109
2019 Q4	$306K	Hold	1,040	–	–	0.02%	124
2019 Q3	$226K	Buy	+1,040	New	+$251K	0.02%	131

Other funds holding UNH

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Farr Miller & Washington's UNH Position: Q3 2021 in Review

Farr Miller & Washington increased its UnitedHealth (UNH) stake by 3.8% in Q3 2021, buying an estimated $31.5K and bringing the position to 2,059 shares worth $805K. The position accounts for 0.05% of the portfolio, ranked #104.

Farr Miller & Washington first reported a position in UNH in Q3 2019 and has held it in 9 quarters since. 2,564 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

Farr Miller & Washington held 2,059 shares of UnitedHealth worth $805K as of Q3 2021.
Farr Miller & Washington bought 76 UnitedHealth shares in Q3 2021, an estimated $31.5K.
UnitedHealth made up 0.05% of Farr Miller & Washington's portfolio in Q3 2021, its #104 holding.
Farr Miller & Washington first reported a position in UnitedHealth in Q3 2019 and has held it in 9 quarters since.
2,564 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Farr Miller & Washington's 13F filing for Q3 2021, filed 15 Nov 2021.