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FMA Advisory’s UnitedHealth UNH Stock Holding History

FMA Advisory’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 		$358K Buy
+917
New +$380K 0.13% 116
2015
Q2 		$138K Buy
+1,133
New +$134K 0.09% 123
2013
Q4 		– Sell
-2,888
Closed -$207K – 165
2013
Q3 		$207K Buy
+2,888
New +$207K 0.08% 168

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

FMA Advisory's UNH Position: Q3 2021 in Review

FMA Advisory opened a new position in UnitedHealth (UNH) in Q3 2021: 917 shares worth $358K. The stake represents 0.13% of the portfolio and ranks #116 among its holdings. This is a return to the name: FMA Advisory previously reported a position in UNH as recently as Q2 2015.

FMA Advisory first reported a position in UNH in Q3 2013 and has held it in 3 quarters since. 2,564 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

  • FMA Advisory held 917 shares of UnitedHealth worth $358K as of Q3 2021.
  • UnitedHealth was a new FMA Advisory position in Q3 2021.
  • UnitedHealth made up 0.13% of FMA Advisory's portfolio in Q3 2021, its #116 holding.
  • FMA Advisory first reported a position in UnitedHealth in Q3 2013 and has held it in 3 quarters since.
  • 2,564 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.