GAM
UNH icon

Geier Asset Management’s UnitedHealth UNH Stock Holding History

Geier Asset 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
Q2 		$1.29M Buy
3,227
+11
+0.3% +$4.39K 0.9% 33
2021
Q1 		$1.3M Buy
3,216
+7
+0.2% +$2.43K 0.96% 30
2020
Q4 		$1.07M Buy
+3,209
New +$1.08M 0.87% 34

Other funds holding UNH

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

Geier Asset Management's UNH Position: Q2 2021 in Review

Geier Asset Management increased its UnitedHealth (UNH) stake by 0.34% in Q2 2021, buying an estimated $4.39K and bringing the position to 3,227 shares worth $1.29M. The position accounts for 0.9% of the portfolio, ranked #33.

Geier Asset Management first reported a position in UNH in Q4 2020 and has held it in 3 quarters since. The position peaked at $1.3M in Q1 2021. 2,586 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

  • Geier Asset Management held 3,227 shares of UnitedHealth worth $1.29M as of Q2 2021.
  • Geier Asset Management bought 11 UnitedHealth shares in Q2 2021, an estimated $4.39K.
  • UnitedHealth made up 0.9% of Geier Asset Management's portfolio in Q2 2021, its #33 holding.
  • Geier Asset Management first reported a position in UnitedHealth in Q4 2020 and has held it in 3 quarters since.
  • Geier Asset Management's UnitedHealth position peaked at $1.3M in Q1 2021.
  • 2,586 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on Geier Asset Management's 13F filing for Q2 2021, filed 12 Jul 2021.