Hoover Financial Advisors’s UnitedHealth UNH Stock Holding History

Hoover Financial Advisors’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	$1.5M	Buy	3,734 +51	+1%	+$20.3K	0.27%	43
2021 Q1	$1.52M	Sell	3,683 -36	-1%	-$12.5K	0.28%	41
2020 Q4	$1.3M	Buy	3,719 +2,861	+333%	+$959K	0.33%	32
2020 Q3	$267K	Hold	858	–	–	0.09%	76
2020 Q2	$253K	Buy	858 +50	+6%	+$14.3K	0.1%	79
2020 Q1	$201K	Sell	808 -100	-11%	-$27.5K	0.11%	78
2019 Q4	$267K	Buy	+908	New	+$238K	0.13%	73
2019 Q3	–	Sell	-823	Closed	-$201K	–	64
2019 Q2	$201K	Sell	823 -100	-11%	-$24.1K	0.18%	59
2019 Q1	$228K	Hold	923	–	–	0.22%	54
2018 Q4	$230K	Buy	+923	New	+$244K	0.25%	54

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

Hoover Financial Advisors's UNH Position: Q2 2021 in Review

Hoover Financial Advisors increased its UnitedHealth (UNH) stake by 1.4% in Q2 2021, buying an estimated $20.3K and bringing the position to 3,734 shares worth $1.5M. The position accounts for 0.27% of the portfolio, ranked #43.

Hoover Financial Advisors first reported a position in UNH in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.52M in Q1 2021. 2,587 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

Hoover Financial Advisors held 3,734 shares of UnitedHealth worth $1.5M as of Q2 2021.
Hoover Financial Advisors bought 51 UnitedHealth shares in Q2 2021, an estimated $20.3K.
UnitedHealth made up 0.27% of Hoover Financial Advisors's portfolio in Q2 2021, its #43 holding.
Hoover Financial Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 10 quarters since.
Hoover Financial Advisors's UnitedHealth position peaked at $1.52M in Q1 2021.
2,587 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.