Nachman Norwood & Parrott’s UnitedHealth UNH Stock Holding History

Nachman Norwood & Parrott’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	$939K	Buy	2,344 +7	+0.3%	+$2.79K	0.1%	135
2021 Q1	$870K	Hold	2,337	–	–	0.1%	136
2020 Q4	$820K	Buy	2,337 +8	+0.3%	+$2.68K	0.1%	130
2020 Q3	$726K	Sell	2,329 -318	-12%	-$97.7K	0.1%	129
2020 Q2	$781K	Sell	2,647 -45	-2%	-$12.9K	0.13%	116
2020 Q1	$671K	Buy	2,692 +81	+3%	+$22.3K	0.14%	113
2019 Q4	$768K	Sell	2,611 -22	-0.8%	-$5.76K	0.13%	130
2019 Q3	$572K	Sell	2,633 -29	-1%	-$7K	0.1%	144
2019 Q2	$650K	Buy	2,662 +272	+11%	+$65.4K	0.12%	133
2019 Q1	$591K	Buy	2,390 +7	+0.3%	+$1.78K	0.11%	134
2018 Q4	$594K	Buy	+2,383	New	+$630K	0.12%	124

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

Nachman Norwood & Parrott's UNH Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its UnitedHealth (UNH) stake by 0.3% in Q2 2021, buying an estimated $2.79K and bringing the position to 2,344 shares worth $939K. The position accounts for 0.1% of the portfolio, ranked #135.

Nachman Norwood & Parrott first reported a position in UNH in Q4 2018 and has held it in 11 quarters since. 2,587 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

Nachman Norwood & Parrott held 2,344 shares of UnitedHealth worth $939K as of Q2 2021.
Nachman Norwood & Parrott bought 7 UnitedHealth shares in Q2 2021, an estimated $2.79K.
UnitedHealth made up 0.1% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #135 holding.
Nachman Norwood & Parrott first reported a position in UnitedHealth in Q4 2018 and has held it in 11 quarters since.
2,587 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.