Mid Atlantic Financial Management’s UnitedHealth UNH Stock Holding History

Mid Atlantic Financial Management’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	$6.05M	Sell	15,497 -26	-0.2%	-$10.8K	0.41%	50
2021 Q2	$6.22M	Buy	15,523 +329	+2%	+$131K	0.42%	45
2021 Q1	$5.65M	Sell	15,194 -330	-2%	-$114K	0.41%	49
2020 Q4	$5.44M	Buy	15,524 +753	+5%	+$252K	0.42%	51
2020 Q3	$5.17M	Buy	14,771 +64	+0.4%	+$19.7K	0.45%	41
2020 Q2	$4.34M	Buy	14,707 +658	+5%	+$189K	0.42%	46
2020 Q1	$3.5M	Sell	14,049 -402	-3%	-$111K	0.4%	53
2019 Q4	$4.25M	Sell	14,451 -78	-0.5%	-$20.4K	0.4%	53
2019 Q3	$3.16M	Sell	14,529 -1,359	-9%	-$328K	0.34%	61
2019 Q2	$3.88M	Sell	15,888 -564	-3%	-$136K	0.4%	54
2019 Q1	$4.07M	Sell	16,452 -137	-0.8%	-$34.9K	0.44%	46
2018 Q4	$4.13M	Buy	+16,589	New	+$4.38M	0.51%	36

Other funds holding UNH

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mid Atlantic Financial Management's UNH Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its UnitedHealth (UNH) stake by 0.17% in Q3 2021, selling an estimated $10.8K and leaving 15,497 shares worth $6.05M. The position accounts for 0.41% of the portfolio, ranked #50.

Mid Atlantic Financial Management first reported a position in UNH in Q4 2018 and has held it in 12 quarters since. The position peaked at $6.22M in Q2 2021. 2,565 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

Mid Atlantic Financial Management held 15,497 shares of UnitedHealth worth $6.05M as of Q3 2021.
Mid Atlantic Financial Management sold 26 UnitedHealth shares in Q3 2021, an estimated $10.8K.
UnitedHealth made up 0.41% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #50 holding.
Mid Atlantic Financial Management first reported a position in UnitedHealth in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's UnitedHealth position peaked at $6.22M in Q2 2021.
2,565 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.