Planned Solutions’s UnitedHealth UNH Stock Holding History

Planned Solutions’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 Q1	–	Sell	-150	Closed	-$53K	–	382
2020 Q4	$53K	Buy	+150	New	+$50.3K	0.04%	187

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 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planned Solutions's UNH Position: Q1 2021 in Review

Planned Solutions sold out of UnitedHealth (UNH) in Q1 2021, closing a stake of 150 shares — an estimated $53K sold.

Planned Solutions first reported a position in UNH in Q4 2020 and held it in 1 quarter. The position peaked at $53K in Q4 2020. 2,511 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

Planned Solutions reported no remaining UnitedHealth position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 150 UnitedHealth shares in Q1 2021, an estimated $53K.
Planned Solutions first reported a position in UnitedHealth in Q4 2020 and held it in 1 quarter.
Planned Solutions's UnitedHealth position peaked at $53K in Q4 2020.
2,511 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.