Hexavest’s UnitedHealth UNH Stock Holding History

Hexavest’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	$13.1M	Sell	33,568 -6,439	-16%	-$2.67M	0.8%	34
2021 Q2	$16M	Sell	40,007 -6,031	-13%	-$2.4M	0.79%	36
2021 Q1	$17.1M	Sell	46,038 -11,089	-19%	-$3.84M	0.76%	33
2020 Q4	$20M	Sell	57,127 -26,929	-32%	-$9.03M	0.76%	35
2020 Q3	$26.2M	Sell	84,056 -20,112	-19%	-$6.18M	0.7%	42
2020 Q2	$30.7M	Sell	104,168 -112,696	-52%	-$32.3M	0.71%	43
2020 Q1	$54.1M	Buy	+216,864	New	+$59.7M	0.95%	26
2017 Q1	–	Sell	-54	Closed	-$9K	–	507
2016 Q4	$9K	Buy	+54	New	+$8.07K	﹤0.01%	464
2016 Q2	–	Sell	-228	Closed	-$29K	–	522
2016 Q1	$29K	Sell	228 -124	-35%	-$14.7K	﹤0.01%	416
2015 Q4	$41K	Hold	352	–	–	﹤0.01%	392
2015 Q3	$41K	Hold	352	–	–	﹤0.01%	386
2015 Q2	$43K	Hold	352	–	–	﹤0.01%	391
2015 Q1	$42K	Buy	+352	New	+$39.1K	﹤0.01%	382

Other funds holding UNH

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hexavest's UNH Position: Q3 2021 in Review

Hexavest reduced its UnitedHealth (UNH) stake by 16% in Q3 2021, selling an estimated $2.67M and leaving 33,568 shares worth $13.1M. The position accounts for 0.8% of the portfolio, ranked #34.

Hexavest first reported a position in UNH in Q1 2015 and has held it in 13 quarters since. The position peaked at $54.1M in Q1 2020. 2,566 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

Hexavest held 33,568 shares of UnitedHealth worth $13.1M as of Q3 2021.
Hexavest sold 6,439 UnitedHealth shares in Q3 2021, an estimated $2.67M.
UnitedHealth made up 0.8% of Hexavest's portfolio in Q3 2021, its #34 holding.
Hexavest first reported a position in UnitedHealth in Q1 2015 and has held it in 13 quarters since.
Hexavest's UnitedHealth position peaked at $54.1M in Q1 2020.
2,566 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Hexavest's 13F filing for Q3 2021, filed 27 Oct 2021.