Oakwood Capital Management’s UnitedHealth UNH Stock Holding History

Oakwood Capital 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 Q2	$7.28M	Sell	18,185 -658	-3%	-$262K	1.88%	20
2021 Q1	$7.01M	Buy	18,843 +227	+1%	+$78.7K	2.07%	19
2020 Q4	$6.53M	Sell	18,616 -542	-3%	-$182K	1.99%	18
2020 Q3	$5.97M	Sell	19,158 -53	-0.3%	-$16.3K	2.21%	14
2020 Q2	$5.67M	Buy	19,211 +592	+3%	+$170K	2.36%	14
2020 Q1	$4.64M	Sell	18,619 -85	-0.5%	-$23.4K	2.45%	19
2019 Q4	$5.5M	Sell	18,704 -306	-2%	-$80.1K	2.29%	21
2019 Q3	$4.13M	Sell	19,010 -428	-2%	-$103K	1.83%	27
2019 Q2	$4.74M	Sell	19,438 -2,902	-13%	-$698K	2.03%	25
2019 Q1	$5.52M	Buy	22,340 +865	+4%	+$221K	2.32%	21
2018 Q4	$5.35M	Buy	21,475 +770	+4%	+$203K	2.51%	20
2018 Q3	$5.51M	Buy	+20,705	New	+$5.39M	2.23%	24

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

Oakwood Capital Management's UNH Position: Q2 2021 in Review

Oakwood Capital Management reduced its UnitedHealth (UNH) stake by 3.5% in Q2 2021, selling an estimated $262K and leaving 18,185 shares worth $7.28M. The position accounts for 1.88% of the portfolio, ranked #20.

Oakwood Capital Management first reported a position in UNH in Q3 2018 and has held it in 12 quarters since. 2,586 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

Oakwood Capital Management held 18,185 shares of UnitedHealth worth $7.28M as of Q2 2021.
Oakwood Capital Management sold 658 UnitedHealth shares in Q2 2021, an estimated $262K.
UnitedHealth made up 1.88% of Oakwood Capital Management's portfolio in Q2 2021, its #20 holding.
Oakwood Capital Management first reported a position in UnitedHealth in Q3 2018 and has held it in 12 quarters since.
2,586 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on Oakwood Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.