Paragon Capital Management (Colorado)’s UnitedHealth UNH Stock Holding History

Paragon Capital Management (Colorado)’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
2022 Q1	–	Sell	-390	Closed	-$196K	–	495
2021 Q4	$196K	Buy	+390	New	+$177K	0.03%	200
2021 Q3	–	Sell	-1,365	Closed	-$547K	–	188
2021 Q2	$547K	Buy	1,365 +280	+26%	+$112K	0.26%	47
2021 Q1	$404K	Hold	1,085	–	–	0.21%	51
2020 Q4	$380K	Sell	1,085 -115	-10%	-$38.5K	0.21%	53
2020 Q3	$374K	Buy	+1,200	New	+$369K	0.2%	49
2020 Q1	–	Sell	-1,200	Closed	-$353K	–	169
2019 Q4	$353K	Hold	1,200	–	–	0.19%	71
2019 Q3	$261K	Hold	1,200	–	–	0.15%	141
2019 Q2	$293K	Hold	1,200	–	–	0.17%	127
2019 Q1	$297K	Hold	1,200	–	–	0.18%	115
2018 Q4	$299K	Hold	1,200	–	–	0.14%	72
2018 Q3	$319K	Hold	1,200	–	–	0.27%	82
2018 Q2	$294K	Hold	1,200	–	–	0.26%	104
2018 Q1	$257K	Buy	+1,200	New	+$274K	0.11%	161
2017 Q4	–	Sell	-1,200	Closed	-$235K	–	215
2017 Q3	$235K	Buy	+1,200	New	+$232K	0.09%	178

Other funds holding UNH

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Paragon Capital Management (Colorado)'s UNH Position: Q1 2022 in Review

Paragon Capital Management (Colorado) sold out of UnitedHealth (UNH) in Q1 2022, closing a stake of 390 shares — an estimated $196K sold.

Paragon Capital Management (Colorado) first reported a position in UNH in Q3 2017 and held it in 14 quarters. The position peaked at $547K in Q2 2021. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

Paragon Capital Management (Colorado) reported no remaining UnitedHealth position as of Q1 2022 after selling out during the quarter.
Paragon Capital Management (Colorado) sold 390 UnitedHealth shares in Q1 2022, an estimated $196K.
Paragon Capital Management (Colorado) first reported a position in UnitedHealth in Q3 2017 and held it in 14 quarters.
Paragon Capital Management (Colorado)'s UnitedHealth position peaked at $547K in Q2 2021.
2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q1 2022, filed 19 Apr 2022.