Pantheon Investment Group’s UnitedHealth UNH Stock Holding History

Pantheon Investment Group’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 Q4	$3.75M	Sell	7,416 -257	-3%	-$116K	2.95%	7
2021 Q3	$3M	Buy	7,673 +192	+3%	+$79.5K	2.58%	7
2021 Q2	$3M	Sell	7,481 -229	-3%	-$91.3K	2.51%	7
2021 Q1	$2.87M	Buy	7,710 +215	+3%	+$74.5K	2.75%	7
2020 Q4	$2.63M	Sell	7,495 -672	-8%	-$225K	2.87%	8
2020 Q3	$2.55M	Sell	8,167 -1,191	-13%	-$366K	3.03%	7
2020 Q2	$2.76M	Sell	9,358 -2,257	-19%	-$647K	3.47%	8
2020 Q1	$2.89M	Buy	11,615 +444	+4%	+$122K	4.33%	7
2019 Q4	$3.29M	Buy	+11,171	New	+$2.92M	3.09%	8

Other funds holding UNH

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pantheon Investment Group's UNH Position: Q4 2021 in Review

Pantheon Investment Group reduced its UnitedHealth (UNH) stake by 3.3% in Q4 2021, selling an estimated $116K and leaving 7,416 shares worth $3.75M. The position accounts for 2.95% of the portfolio, ranked #7.

Pantheon Investment Group first reported a position in UNH in Q4 2019 and has held it in 9 quarters since. 2,902 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

Pantheon Investment Group held 7,416 shares of UnitedHealth worth $3.75M as of Q4 2021.
Pantheon Investment Group sold 257 UnitedHealth shares in Q4 2021, an estimated $116K.
UnitedHealth made up 2.95% of Pantheon Investment Group's portfolio in Q4 2021, its #7 holding.
Pantheon Investment Group first reported a position in UnitedHealth in Q4 2019 and has held it in 9 quarters since.
2,902 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Pantheon Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.