Isthmus Partners’s UnitedHealth UNH Stock Holding History

Isthmus Partners’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	-120	Closed	-$48K	–	249
2021 Q2	$48K	Buy	+120	New	+$47.8K	0.01%	196
2019 Q2	–	Sell	-4,182	Closed	-$331K	–	204
2019 Q1	$331K	Buy	+4,182	New	+$1.07M	0.08%	123
2018 Q4	–	Sell	-201	Closed	-$53K	–	269
2018 Q3	$53K	Hold	201	–	–	0.01%	175
2018 Q2	$49K	Hold	201	–	–	0.01%	177
2018 Q1	$43K	Sell	201 -52	-21%	-$11.9K	0.01%	184
2017 Q4	$56K	Hold	253	–	–	0.02%	168
2017 Q3	$50K	Buy	253 +27	+12%	+$5.22K	0.01%	176
2017 Q2	$42K	Hold	226	–	–	0.01%	187
2017 Q1	$37K	Hold	226	–	–	0.01%	191
2016 Q4	$36K	Buy	226 +71	+46%	+$10.6K	0.01%	196
2016 Q3	$21K	Hold	155	–	–	0.01%	215
2016 Q2	$22K	Hold	155	–	–	0.01%	201
2016 Q1	$20K	Sell	155 -114	-42%	-$13.5K	0.01%	208
2015 Q4	$32K	Sell	269 -10	-4%	-$1.17K	0.01%	194
2015 Q3	$32K	Hold	279	–	–	0.01%	195
2015 Q2	$34K	Buy	279 +114	+69%	+$13.5K	0.01%	195
2015 Q1	$20K	Hold	165	–	–	0.01%	216
2014 Q4	$17K	Buy	+165	New	+$15.6K	0.01%	229

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

Isthmus Partners's UNH Position: Q3 2021 in Review

Isthmus Partners sold out of UnitedHealth (UNH) in Q3 2021, closing a stake of 120 shares — an estimated $48K sold.

Isthmus Partners first reported a position in UNH in Q4 2014 and held it in 18 quarters. The position peaked at $331K in Q1 2019. 2,566 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

Isthmus Partners reported no remaining UnitedHealth position as of Q3 2021 after selling out during the quarter.
Isthmus Partners sold 120 UnitedHealth shares in Q3 2021, an estimated $48K.
Isthmus Partners first reported a position in UnitedHealth in Q4 2014 and held it in 18 quarters.
Isthmus Partners's UnitedHealth position peaked at $331K in Q1 2019.
2,566 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Isthmus Partners's 13F filing for Q3 2021, filed 10 Nov 2021.