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Lowell Blake & Associates’s UnitedHealth UNH Stock Holding History

Lowell Blake & Associates’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
-521
Closed -$209K – 58
2021
Q2 		$209K Buy
+521
New +$208K 0.1% 55

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Lowell Blake & Associates's UNH Position: Q3 2021 in Review

Lowell Blake & Associates sold out of UnitedHealth (UNH) in Q3 2021, closing a stake of 521 shares — an estimated $209K sold.

Lowell Blake & Associates first reported a position in UNH in Q2 2021 and held it in 1 quarter. The position peaked at $209K in Q2 2021. 2,565 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

  • Lowell Blake & Associates reported no remaining UnitedHealth position as of Q3 2021 after selling out during the quarter.
  • Lowell Blake & Associates sold 521 UnitedHealth shares in Q3 2021, an estimated $209K.
  • Lowell Blake & Associates first reported a position in UnitedHealth in Q2 2021 and held it in 1 quarter.
  • Lowell Blake & Associates's UnitedHealth position peaked at $209K in Q2 2021.
  • 2,565 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Lowell Blake & Associates's 13F filing for Q3 2021, filed 15 Oct 2021.