Harry Burn’s UnitedHealth UNH Stock Holding History

Harry Burn’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	-168,049	Closed	-$67.3M	–	40
2021 Q2	$67.3M	Sell	168,049 -1,283	-0.8%	-$512K	1.87%	39
2021 Q1	$63M	Sell	169,332 -11,542	-6%	-$4M	1.84%	37
2020 Q4	$63.4M	Sell	180,874 -54,959	-23%	-$18.4M	1.89%	35
2020 Q3	$73.5M	Sell	235,833 -72,697	-24%	-$22.3M	2.3%	24
2020 Q2	$91M	Sell	308,530 -47,153	-13%	-$13.5M	2.8%	14
2020 Q1	$88.7M	Sell	355,683 -123,426	-26%	-$34M	3.09%	14
2019 Q4	$141M	Sell	479,109 -113,355	-19%	-$29.7M	3.29%	9
2019 Q3	$129M	Buy	+592,464	New	+$143M	2.68%	21
2014 Q2	–	Sell	-1,506,048	Closed	-$123M	–	56
2014 Q1	$123M	Sell	1,506,048 -104,604	-6%	-$7.87M	2.12%	29
2013 Q4	$121M	Sell	1,610,652 -22,486	-1%	-$1.62M	2.04%	36
2013 Q3	$117M	Sell	1,633,138 -28,287	-2%	-$2.02M	2.17%	30
2013 Q2	$109M	Buy	+1,661,425	New	+$103M	2.12%	36

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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harry Burn's UNH Position: Q3 2021 in Review

Harry Burn sold out of UnitedHealth (UNH) in Q3 2021, closing a stake of 168,049 shares — an estimated $67.3M sold.

Harry Burn first reported a position in UNH in Q2 2013 and held it in 12 quarters. The position peaked at $141M in Q4 2019. 2,565 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

Harry Burn reported no remaining UnitedHealth position as of Q3 2021 after selling out during the quarter.
Harry Burn sold 168,049 UnitedHealth shares in Q3 2021, an estimated $67.3M.
Harry Burn first reported a position in UnitedHealth in Q2 2013 and held it in 12 quarters.
Harry Burn's UnitedHealth position peaked at $141M in Q4 2019.
2,565 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Sound Shore Management's 13F filing for Q3 2021, filed 4 Nov 2021.