Glenview State Bank Trust Department’s UnitedHealth UNH Stock Holding History

Glenview State Bank Trust Department’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	$853K	Hold	2,130	–	–	0.26%	64
2021 Q1	$793K	Hold	2,130	–	–	0.26%	63
2020 Q4	$747K	Hold	2,130	–	–	0.26%	63
2020 Q3	$664K	Sell	2,130 -100	-4%	-$30.7K	0.25%	61
2020 Q2	$657K	Buy	2,230 +54	+2%	+$15.5K	0.27%	61
2020 Q1	$543K	Buy	2,176 +100	+5%	+$27.5K	0.26%	61
2019 Q4	$610K	Hold	2,076	–	–	0.23%	64
2019 Q3	$451K	Sell	2,076 -100	-5%	-$24.1K	0.18%	72
2019 Q2	$531K	Hold	2,176	–	–	0.22%	68
2019 Q1	$538K	Sell	2,176 -645	-23%	-$164K	0.23%	68
2018 Q4	$703K	Hold	2,821	–	–	0.34%	55
2018 Q3	$751K	Hold	2,821	–	–	0.33%	55
2018 Q2	$693K	Buy	2,821 +645	+30%	+$155K	0.32%	55
2018 Q1	$465K	Sell	2,176 -30	-1%	-$6.85K	0.22%	69
2017 Q4	$486K	Buy	2,206 +130	+6%	+$27.6K	0.22%	67
2017 Q3	$407K	Hold	2,076	–	–	0.2%	69
2017 Q2	$385K	Hold	2,076	–	–	0.2%	68
2017 Q1	$340K	Hold	2,076	–	–	0.18%	71
2016 Q4	$332K	Hold	2,076	–	–	0.18%	70
2016 Q3	$291K	Buy	2,076 +76	+4%	+$10.6K	0.16%	72
2016 Q2	$282K	Hold	2,000	–	–	0.16%	75
2016 Q1	$258K	Hold	2,000	–	–	0.16%	79
2015 Q4	$235K	Hold	2,000	–	–	0.15%	79
2015 Q3	$232K	Sell	2,000 -2,624	-57%	-$314K	0.16%	77
2015 Q2	$564K	Hold	4,624	–	–	0.35%	53
2015 Q1	$547K	Hold	4,624	–	–	0.33%	54
2014 Q4	$467K	Hold	4,624	–	–	0.28%	55
2014 Q3	$399K	Hold	4,624	–	–	0.24%	56
2014 Q2	$378K	Hold	4,624	–	–	0.23%	57
2014 Q1	$379K	Hold	4,624	–	–	0.24%	60
2013 Q4	$348K	Buy	+4,624	New	+$332K	0.22%	63

Other funds holding UNH

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Glenview State Bank Trust Department's UNH Position: Q2 2021 in Review

Glenview State Bank Trust Department held its UnitedHealth (UNH) position steady in Q2 2021 at 2,130 shares worth $853K. The position accounts for 0.26% of the portfolio, ranked #64.

Glenview State Bank Trust Department first reported a position in UNH in Q4 2013 and has held it in 31 quarters since. 2,587 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

Glenview State Bank Trust Department held 2,130 shares of UnitedHealth worth $853K as of Q2 2021.
Glenview State Bank Trust Department left its UnitedHealth share count unchanged in Q2 2021.
UnitedHealth made up 0.26% of Glenview State Bank Trust Department's portfolio in Q2 2021, its #64 holding.
Glenview State Bank Trust Department first reported a position in UnitedHealth in Q4 2013 and has held it in 31 quarters since.
2,587 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on Glenview State Bank Trust Department's 13F filing for Q2 2021, filed 28 Jul 2021.