Investment Counsel’s UnitedHealth UNH Stock Holding History

Investment Counsel’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 Q1	$958K	Hold	2,575	–	–	0.67%	37
2020 Q4	$903K	Hold	2,575	–	–	0.62%	37
2020 Q3	$803K	Hold	2,575	–	–	0.59%	37
2020 Q2	$759K	Buy	2,575 +35	+1%	+$10K	0.57%	40
2020 Q1	$633K	Buy	2,540 +95	+4%	+$26.1K	0.55%	41
2019 Q4	$719K	Hold	2,445	–	–	0.51%	40
2019 Q3	$531K	Hold	2,445	–	–	0.39%	42
2019 Q2	$647K	Buy	2,445 +1,080	+79%	+$260K	0.47%	41
2019 Q1	$338K	Buy	1,365 +140	+11%	+$35.7K	0.26%	48
2018 Q4	$305K	Hold	1,225	–	–	0.25%	49
2018 Q3	$314K	Buy	1,225 +325	+36%	+$84.5K	0.25%	49
2018 Q2	$221K	Buy	+900	New	+$216K	0.18%	54

Other funds holding UNH

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Investment Counsel's UNH Position: Q1 2021 in Review

Investment Counsel held its UnitedHealth (UNH) position steady in Q1 2021 at 2,575 shares worth $958K. The position accounts for 0.67% of the portfolio, ranked #37.

Investment Counsel first reported a position in UNH in Q2 2018 and has held it in 12 quarters since. 2,511 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

Investment Counsel held 2,575 shares of UnitedHealth worth $958K as of Q1 2021.
Investment Counsel left its UnitedHealth share count unchanged in Q1 2021.
UnitedHealth made up 0.67% of Investment Counsel's portfolio in Q1 2021, its #37 holding.
Investment Counsel first reported a position in UnitedHealth in Q2 2018 and has held it in 12 quarters since.
2,511 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on Investment Counsel's 13F filing for Q1 2021, filed 12 Apr 2021.