Level Four Financial’s UnitedHealth UNH Stock Holding History

Level Four 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 Q3	$490K	Buy	1,255 +216	+21%	+$89.5K	0.21%	118
2021 Q2	$416K	Buy	1,039 +10	+1%	+$3.99K	0.18%	161
2021 Q1	$383K	Sell	1,029 -354	-26%	-$123K	0.18%	163
2020 Q4	$485K	Buy	+1,383	New	+$464K	0.21%	137

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

Level Four Financial's UNH Position: Q3 2021 in Review

Level Four Financial increased its UnitedHealth (UNH) stake by 21% in Q3 2021, buying an estimated $89.5K and bringing the position to 1,255 shares worth $490K. The position accounts for 0.21% of the portfolio, ranked #118.

Level Four Financial first reported a position in UNH in Q4 2020 and has held it in 4 quarters since. 2,566 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

Level Four Financial held 1,255 shares of UnitedHealth worth $490K as of Q3 2021.
Level Four Financial bought 216 UnitedHealth shares in Q3 2021, an estimated $89.5K.
UnitedHealth made up 0.21% of Level Four Financial's portfolio in Q3 2021, its #118 holding.
Level Four Financial first reported a position in UnitedHealth in Q4 2020 and has held it in 4 quarters since.
2,566 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.