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Flagship Private Wealth’s UnitedHealth UNH Stock Holding History

Flagship Private Wealth’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
-5
Closed -$2.06K – 283
2021
Q2 		$2.06K Hold
5
– – ﹤0.01% 310
2021
Q1 		$1.85K Hold
5
– – ﹤0.01% 287
2020
Q4 		$1.67K Buy
+5
New +$1.68K ﹤0.01% 299

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Flagship Private Wealth's UNH Position: Q3 2021 in Review

Flagship Private Wealth sold out of UnitedHealth (UNH) in Q3 2021, closing a stake of 5 shares — an estimated $2.06K sold.

Flagship Private Wealth first reported a position in UNH in Q4 2020 and held it in 3 quarters. The position peaked at $2.06K in Q2 2021. 2,565 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

  • Flagship Private Wealth reported no remaining UnitedHealth position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 5 UnitedHealth shares in Q3 2021, an estimated $2.06K.
  • Flagship Private Wealth first reported a position in UnitedHealth in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's UnitedHealth position peaked at $2.06K in Q2 2021.
  • 2,565 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.