IP
UNH icon

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

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return