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Personal Wealth Partners’s UnitedHealth UNH Stock Holding History

Personal Wealth Partners’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 		– Sell
-227
Closed -$91K – 375
2021
Q2 		$91K Buy
+227
New +$90.5K 0.04% 120
2020
Q1 		– Sell
-605
Closed -$178K – 579
2019
Q4 		$178K Hold
605
– – 0.08% 74
2019
Q3 		$131K Buy
605
+330
+120% +$79.6K 0.06% 87
2019
Q2 		$67K Buy
+275
New +$66.1K 0.03% 118

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Personal Wealth Partners's UNH Position: Q3 2021 in Review

Personal Wealth Partners sold out of UnitedHealth (UNH) in Q3 2021, closing a stake of 227 shares — an estimated $91K sold.

Personal Wealth Partners first reported a position in UNH in Q2 2019 and held it in 4 quarters. The position peaked at $178K in Q4 2019. 2,564 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

  • Personal Wealth Partners reported no remaining UnitedHealth position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 227 UnitedHealth shares in Q3 2021, an estimated $91K.
  • Personal Wealth Partners first reported a position in UnitedHealth in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's UnitedHealth position peaked at $178K in Q4 2019.
  • 2,564 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.