OAM
UNH icon

Optimal Asset Management’s UnitedHealth UNH Stock Holding History

Optimal Asset 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
Q1 		– Sell
-7,206
Closed -$2.53M – 423
2020
Q4 		$2.53M Hold
7,206
– – 0.36% 86
2020
Q3 		$2.25M Sell
7,206
-1,611
-18% -$495K 0.33% 98
2020
Q2 		$2.6M Sell
8,817
-14,001
-61% -$4.01M 0.42% 73
2020
Q1 		$5.69K Buy
22,818
+12,097
+113% +$3.33M 0.53% 41
2019
Q4 		$3.15M Buy
+10,721
New +$2.8M 0.48% 50

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimal Asset Management's UNH Position: Q1 2021 in Review

Optimal Asset Management sold out of UnitedHealth (UNH) in Q1 2021, closing a stake of 7,206 shares — an estimated $2.53M sold.

Optimal Asset Management first reported a position in UNH in Q4 2019 and held it in 5 quarters. The position peaked at $3.15M in Q4 2019. 2,511 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

  • Optimal Asset Management reported no remaining UnitedHealth position as of Q1 2021 after selling out during the quarter.
  • Optimal Asset Management sold 7,206 UnitedHealth shares in Q1 2021, an estimated $2.53M.
  • Optimal Asset Management first reported a position in UnitedHealth in Q4 2019 and held it in 5 quarters.
  • Optimal Asset Management's UnitedHealth position peaked at $3.15M in Q4 2019.
  • 2,511 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.