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Paradigm Financial Advisors’s UnitedHealth UNH Stock Holding History

Paradigm Financial 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
Q4 		$1.33M Hold
2,650
– – 0.29% 66
2021
Q3 		$1.03M Sell
2,650
-75
-3% -$31.1K 0.24% 82
2021
Q2 		$1.09M Sell
2,725
-65
-2% -$25.9K 0.24% 82
2021
Q1 		$1.04M Hold
2,790
– – 0.25% 79
2020
Q4 		$978K Sell
2,790
-96
-3% -$32.2K 0.26% 71
2020
Q3 		$900K Sell
2,886
-458
-14% -$141K 0.26% 61
2020
Q2 		$986K Buy
3,344
+330
+11% +$94.6K 0.31% 55
2020
Q1 		$752K Sell
3,014
-17
-0.6% -$4.68K 0.28% 61
2019
Q4 		$891K Buy
3,031
+175
+6% +$45.8K 0.31% 62
2019
Q3 		$621K Buy
2,856
+247
+9% +$59.6K 0.24% 66
2019
Q2 		$637K Hold
2,609
– – 0.23% 68
2019
Q1 		$645K Buy
2,609
+138
+6% +$35.2K 0.24% 69
2018
Q4 		$615K Buy
2,471
+1
+0% +$264 0.27% 67
2018
Q3 		$657K Buy
2,470
+59
+2% +$15.3K 0.26% 65
2018
Q2 		$591K Hold
2,411
– – 0.25% 63
2018
Q1 		$515K Hold
2,411
– – 0.22% 69
2017
Q4 		$531K Hold
2,411
– – 0.24% 63
2017
Q3 		$472K Hold
2,411
– – 0.23% 68
2017
Q2 		$447K Sell
2,411
-350
-13% -$61.4K 0.23% 65
2017
Q1 		$452K Buy
2,761
+11
+0.4% +$1.8K 0.23% 68
2016
Q4 		$440K Hold
2,750
– – 0.24% 66
2016
Q3 		$385K Hold
2,750
– – 0.23% 64
2016
Q2 		$388K Hold
2,750
– – 0.24% 64
2016
Q1 		$354K Hold
2,750
– – 0.14% 66
2015
Q4 		$323K Hold
2,750
– – 0.2% 72
2015
Q3 		$319K Hold
2,750
– – 0.21% 76
2015
Q2 		$335K Buy
+2,750
New +$325K 0.25% 73
2014
Q2 		– Sell
-700
Closed -$57K – 212
2014
Q1 		$57K Hold
700
– – 0.05% 112
2013
Q4 		$53K Buy
+700
New +$50.3K 0.05% 127

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Paradigm Financial Advisors's UNH Position: Q4 2021 in Review

Paradigm Financial Advisors held its UnitedHealth (UNH) position steady in Q4 2021 at 2,650 shares worth $1.33M. The position accounts for 0.29% of the portfolio, ranked #66.

Paradigm Financial Advisors first reported a position in UNH in Q4 2013 and has held it in 29 quarters since. 2,901 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

  • Paradigm Financial Advisors held 2,650 shares of UnitedHealth worth $1.33M as of Q4 2021.
  • Paradigm Financial Advisors left its UnitedHealth share count unchanged in Q4 2021.
  • UnitedHealth made up 0.29% of Paradigm Financial Advisors's portfolio in Q4 2021, its #66 holding.
  • Paradigm Financial Advisors first reported a position in UnitedHealth in Q4 2013 and has held it in 29 quarters since.
  • 2,901 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.