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GVO Asset Management’s UnitedHealth UNH Stock Holding History

GVO 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
Q3 		– Sell
-428
Closed -$171K – 60
2021
Q2 		$171K Hold
428
– – 0.15% 17
2021
Q1 		$159K Buy
+428
New +$148K 0.16% 16
2020
Q4 		– Sell
-24,056
Closed -$7.5M – 24
2020
Q3 		$7.5M Buy
24,056
+1,280
+6% +$393K 4.69% 8
2020
Q2 		$6.72M Buy
+22,776
New +$6.53M 2.77% 8

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

GVO Asset Management's UNH Position: Q3 2021 in Review

GVO Asset Management sold out of UnitedHealth (UNH) in Q3 2021, closing a stake of 428 shares — an estimated $171K sold.

GVO Asset Management first reported a position in UNH in Q2 2020 and held it in 4 quarters. The position peaked at $7.5M in Q3 2020. 2,565 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

  • GVO Asset Management reported no remaining UnitedHealth position as of Q3 2021 after selling out during the quarter.
  • GVO Asset Management sold 428 UnitedHealth shares in Q3 2021, an estimated $171K.
  • GVO Asset Management first reported a position in UnitedHealth in Q2 2020 and held it in 4 quarters.
  • GVO Asset Management's UnitedHealth position peaked at $7.5M in Q3 2020.
  • 2,565 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on GVO Asset Management's 13F filing for Q3 2021, filed 20 Oct 2021.