Firestone Capital Management’s UnitedHealth UNH Stock Holding History

Firestone Capital Management’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 Q4	–	Sell	-227	Closed	-$91K	–	421
2021 Q3	$91K	Hold	227	–	–	0.03%	179
2021 Q2	$91K	Hold	227	–	–	0.03%	174
2021 Q1	$84K	Buy	227 +7	+3%	+$2.43K	0.03%	181
2020 Q4	$77K	Hold	220	–	–	0.03%	182
2020 Q3	$69K	Sell	220 -50	-19%	-$15.4K	0.03%	167
2020 Q2	$80K	Hold	270	–	–	0.04%	149
2020 Q1	$67K	Sell	270 -37	-12%	-$10.2K	0.03%	160
2019 Q4	$90K	Buy	+307	New	+$80.3K	0.04%	155

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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Firestone Capital Management's UNH Position: Q4 2021 in Review

Firestone Capital Management sold out of UnitedHealth (UNH) in Q4 2021, closing a stake of 227 shares — an estimated $91K sold.

Firestone Capital Management first reported a position in UNH in Q4 2019 and held it in 8 quarters. The position peaked at $91K in Q3 2021. 2,903 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

Firestone Capital Management reported no remaining UnitedHealth position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 227 UnitedHealth shares in Q4 2021, an estimated $91K.
Firestone Capital Management first reported a position in UnitedHealth in Q4 2019 and held it in 8 quarters.
Firestone Capital Management's UnitedHealth position peaked at $91K in Q3 2021.
2,903 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.