Northstar Investment Advisors’s UnitedHealth UNH Stock Holding History

Northstar Investment Advisors’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	$5.38M	Buy	13,063 +11,291	+637%	+$4.5M	0.71%	40
2021 Q1	$659K	Hold	1,772	–	–	0.1%	110
2020 Q4	$621K	Hold	1,772	–	–	0.1%	102
2020 Q3	$552K	Hold	1,772	–	–	0.1%	95
2020 Q2	$523K	Buy	1,772 +71	+4%	+$20.3K	0.11%	97
2020 Q1	$424K	Buy	1,701 +265	+18%	+$72.9K	0.1%	94
2019 Q4	$422K	Hold	1,436	–	–	0.07%	111
2019 Q3	$336K	Buy	+1,436	New	+$346K	0.06%	112

Other funds holding UNH

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Northstar Investment Advisors's UNH Position: Q2 2021 in Review

Northstar Investment Advisors increased its UnitedHealth (UNH) stake by 637% in Q2 2021, buying an estimated $4.5M and bringing the position to 13,063 shares worth $5.38M. The position accounts for 0.71% of the portfolio, ranked #40.

Northstar Investment Advisors first reported a position in UNH in Q3 2019 and has held it in 8 quarters since. 2,586 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

Northstar Investment Advisors held 13,063 shares of UnitedHealth worth $5.38M as of Q2 2021.
Northstar Investment Advisors bought 11,291 UnitedHealth shares in Q2 2021, an estimated $4.5M.
UnitedHealth made up 0.71% of Northstar Investment Advisors's portfolio in Q2 2021, its #40 holding.
Northstar Investment Advisors first reported a position in UnitedHealth in Q3 2019 and has held it in 8 quarters since.
2,586 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on Northstar Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.