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FormulaFolio Investments’s UnitedHealth UNH Stock Holding History

FormulaFolio Investments’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
Q2 		$23K Sell
57
-40
-41% -$15.9K 0.01% 183
2021
Q1 		$40K Sell
97
-9,771
-99% -$3.39M 0.01% 153
2020
Q4 		$3.46M Buy
9,868
+7,196
+269% +$2.41M 0.07% 194
2020
Q3 		$833K Sell
2,672
-198
-7% -$60.8K 0.03% 163
2020
Q2 		$846K Sell
2,870
-481
-14% -$138K 0.03% 150
2020
Q1 		$836K Buy
3,351
+645
+24% +$177K 0.04% 135
2019
Q4 		$795K Sell
2,706
-1,573
-37% -$412K 0.03% 198
2019
Q3 		$930K Buy
4,279
+1,652
+63% +$399K 0.04% 162
2019
Q2 		$641K Buy
2,627
+1,072
+69% +$258K 0.03% 181
2019
Q1 		$384K Buy
1,555
+138
+10% +$35.2K 0.02% 228
2018
Q4 		$377K Hold
1,417
– – 0.02% 234
2018
Q3 		$377K Sell
1,417
-20
-1% -$5.2K 0.02% 234
2018
Q2 		$353K Buy
1,437
+143
+11% +$34.3K 0.02% 234
2018
Q1 		$277K Buy
1,294
+111
+9% +$25.4K 0.02% 231
2017
Q4 		$261K Sell
1,183
-67
-5% -$14.2K 0.02% 228
2017
Q3 		$245K Sell
1,250
-121
-9% -$23.4K 0.02% 202
2017
Q2 		$254K Sell
1,371
-85
-6% -$14.9K 0.02% 187
2017
Q1 		$239K Buy
+1,456
New +$238K 0.03% 189

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

FormulaFolio Investments's UNH Position: Q2 2021 in Review

FormulaFolio Investments reduced its UnitedHealth (UNH) stake by 41% in Q2 2021, selling an estimated $15.9K and leaving 57 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #183.

FormulaFolio Investments first reported a position in UNH in Q1 2017 and has held it in 18 quarters since. The position peaked at $3.46M in Q4 2020. 2,586 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

  • FormulaFolio Investments held 57 shares of UnitedHealth worth $23K as of Q2 2021.
  • FormulaFolio Investments sold 40 UnitedHealth shares in Q2 2021, an estimated $15.9K.
  • UnitedHealth made up 0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #183 holding.
  • FormulaFolio Investments first reported a position in UnitedHealth in Q1 2017 and has held it in 18 quarters since.
  • FormulaFolio Investments's UnitedHealth position peaked at $3.46M in Q4 2020.
  • 2,586 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.