MFG
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Monumental Financial Group’s UnitedHealth UNH Stock Holding History

Monumental Financial 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
Q2 		– Sell
-1,462
Closed -$544K – 111
2021
Q1 		$544K Buy
+1,462
New +$507K 0.52% 37

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Monumental Financial Group's UNH Position: Q2 2021 in Review

Monumental Financial Group sold out of UnitedHealth (UNH) in Q2 2021, closing a stake of 1,462 shares — an estimated $544K sold.

Monumental Financial Group first reported a position in UNH in Q1 2021 and held it in 1 quarter. The position peaked at $544K in Q1 2021. 2,587 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

  • Monumental Financial Group reported no remaining UnitedHealth position as of Q2 2021 after selling out during the quarter.
  • Monumental Financial Group sold 1,462 UnitedHealth shares in Q2 2021, an estimated $544K.
  • Monumental Financial Group first reported a position in UnitedHealth in Q1 2021 and held it in 1 quarter.
  • Monumental Financial Group's UnitedHealth position peaked at $544K in Q1 2021.
  • 2,587 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on Monumental Financial Group's 13F filing for Q2 2021, filed 12 Aug 2021.