MAS
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Managed Account Services’s UnitedHealth UNH Stock Holding History

Managed Account Services’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
-528
Closed -$211K – 113
2021
Q2 		$211K Buy
+528
New +$211K 0.05% 106
2021
Q1 		– Sell
-681
Closed -$239K – 108
2020
Q4 		$239K Buy
+681
New +$228K 0.06% 93

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

Managed Account Services's UNH Position: Q3 2021 in Review

Managed Account Services sold out of UnitedHealth (UNH) in Q3 2021, closing a stake of 528 shares — an estimated $211K sold.

Managed Account Services first reported a position in UNH in Q4 2020 and held it in 2 quarters. The position peaked at $239K in Q4 2020. 2,564 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

  • Managed Account Services reported no remaining UnitedHealth position as of Q3 2021 after selling out during the quarter.
  • Managed Account Services sold 528 UnitedHealth shares in Q3 2021, an estimated $211K.
  • Managed Account Services first reported a position in UnitedHealth in Q4 2020 and held it in 2 quarters.
  • Managed Account Services's UnitedHealth position peaked at $239K in Q4 2020.
  • 2,564 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Managed Account Services's 13F filing for Q3 2021, filed 9 Nov 2021.