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UNH icon

Professional Planning’s UnitedHealth UNH Stock Holding History

Professional Planning’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 		$604K Sell
1,546
-9
-0.6% -$3.73K 0.29% 63
2021
Q2 		$622K Buy
1,555
+11
+0.7% +$4.39K 0.29% 64
2021
Q1 		$574K Sell
1,544
-286
-16% -$99.1K 0.28% 61
2020
Q4 		$642K Buy
+1,830
New +$613K 0.26% 68
2020
Q3 		– Sell
-1,985
Closed -$585K – 103
2020
Q2 		$585K Buy
+1,985
New +$569K 0.31% 60

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Professional Planning's UNH Position: Q3 2021 in Review

Professional Planning reduced its UnitedHealth (UNH) stake by 0.58% in Q3 2021, selling an estimated $3.73K and leaving 1,546 shares worth $604K. The position accounts for 0.29% of the portfolio, ranked #63.

Professional Planning first reported a position in UNH in Q2 2020 and has held it in 5 quarters since. The position peaked at $642K in Q4 2020. 2,564 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

  • Professional Planning held 1,546 shares of UnitedHealth worth $604K as of Q3 2021.
  • Professional Planning sold 9 UnitedHealth shares in Q3 2021, an estimated $3.73K.
  • UnitedHealth made up 0.29% of Professional Planning's portfolio in Q3 2021, its #63 holding.
  • Professional Planning first reported a position in UnitedHealth in Q2 2020 and has held it in 5 quarters since.
  • Professional Planning's UnitedHealth position peaked at $642K in Q4 2020.
  • 2,564 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.