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Jordan Park Group’s UnitedHealth UNH Stock Holding History

Jordan Park Group’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
-1,862
Closed -$746K – 94
2021
Q2 		$746K Buy
1,862
+467
+33% +$186K 1.68% 12
2021
Q1 		$519K Buy
+1,395
New +$483K 1.54% 12

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

Jordan Park Group's UNH Position: Q3 2021 in Review

Jordan Park Group sold out of UnitedHealth (UNH) in Q3 2021, closing a stake of 1,862 shares — an estimated $746K sold.

Jordan Park Group first reported a position in UNH in Q1 2021 and held it in 2 quarters. The position peaked at $746K in Q2 2021. 2,564 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

  • Jordan Park Group reported no remaining UnitedHealth position as of Q3 2021 after selling out during the quarter.
  • Jordan Park Group sold 1,862 UnitedHealth shares in Q3 2021, an estimated $746K.
  • Jordan Park Group first reported a position in UnitedHealth in Q1 2021 and held it in 2 quarters.
  • Jordan Park Group's UnitedHealth position peaked at $746K in Q2 2021.
  • 2,564 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Jordan Park Group's 13F filing for Q3 2021, filed 19 Oct 2021.