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IRON Financial’s UnitedHealth UNH Stock Holding History

IRON Financial’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 		– Sell
-948
Closed -$332K – 129
2020
Q4 		$332K Buy
948
+82
+9% +$27.5K 0.17% 71
2020
Q3 		$270K Sell
866
-467
-35% -$143K 0.15% 81
2020
Q2 		$393K Buy
1,333
+12
+0.9% +$3.44K 0.2% 64
2020
Q1 		$329K Buy
+1,321
New +$364K 0.21% 71

Other funds holding UNH

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IRON Financial's UNH Position: Q1 2021 in Review

IRON Financial sold out of UnitedHealth (UNH) in Q1 2021, closing a stake of 948 shares — an estimated $332K sold.

IRON Financial first reported a position in UNH in Q1 2020 and held it in 4 quarters. The position peaked at $393K in Q2 2020. 2,512 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

  • IRON Financial reported no remaining UnitedHealth position as of Q1 2021 after selling out during the quarter.
  • IRON Financial sold 948 UnitedHealth shares in Q1 2021, an estimated $332K.
  • IRON Financial first reported a position in UnitedHealth in Q1 2020 and held it in 4 quarters.
  • IRON Financial's UnitedHealth position peaked at $393K in Q2 2020.
  • 2,512 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on IRON Financial's 13F filing for Q1 2021, filed 7 May 2021.