Pacific Edge Advisors’s UnitedHealth UNH Stock Holding History

Pacific Edge 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 Q3	$492K	Hold	1,260	–	–	0.24%	29
2021 Q2	$505K	Buy	1,260 +38	+3%	+$15.2K	0.26%	27
2021 Q1	$455K	Hold	1,222	–	–	0.22%	27
2020 Q4	$429K	Sell	1,222 -47	-4%	-$15.8K	0.22%	28
2020 Q3	$396K	Hold	1,269	–	–	0.23%	27
2020 Q2	$374K	Sell	1,269 -101	-7%	-$28.9K	0.22%	25
2020 Q1	$342K	Hold	1,370	–	–	0.24%	22
2019 Q4	$403K	Buy	1,370 +142	+12%	+$37.2K	0.25%	34
2019 Q3	$267K	Sell	1,228 -39	-3%	-$9.41K	0.17%	38
2019 Q2	$309K	Sell	1,267 -501	-28%	-$121K	0.2%	34
2019 Q1	$437K	Hold	1,768	–	–	0.26%	30
2018 Q4	$440K	Hold	1,768	–	–	0.28%	31
2018 Q3	$470K	Sell	1,768 -82	-4%	-$21.3K	0.26%	25
2018 Q2	$454K	Buy	1,850 +278	+18%	+$66.8K	0.25%	25
2018 Q1	$336K	Buy	+1,572	New	+$359K	0.21%	30

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

Pacific Edge Advisors's UNH Position: Q3 2021 in Review

Pacific Edge Advisors held its UnitedHealth (UNH) position steady in Q3 2021 at 1,260 shares worth $492K. The position accounts for 0.24% of the portfolio, ranked #29.

Pacific Edge Advisors first reported a position in UNH in Q1 2018 and has held it in 15 quarters since. The position peaked at $505K in Q2 2021. 2,564 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

Pacific Edge Advisors held 1,260 shares of UnitedHealth worth $492K as of Q3 2021.
Pacific Edge Advisors left its UnitedHealth share count unchanged in Q3 2021.
UnitedHealth made up 0.24% of Pacific Edge Advisors's portfolio in Q3 2021, its #29 holding.
Pacific Edge Advisors first reported a position in UnitedHealth in Q1 2018 and has held it in 15 quarters since.
Pacific Edge Advisors's UnitedHealth position peaked at $505K in Q2 2021.
2,564 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.