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Reilly Financial Advisors’s UnitedHealth UNH Stock Holding History

Reilly 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
2016
Q2 		– Sell
-9,990
Closed -$1.29M – 974
2016
Q1 		$1.29M Sell
9,990
-204
-2% -$24.1K 0.22% 65
2015
Q4 		$1.2M Buy
+10,194
New +$1.19M 0.21% 65

Other funds holding UNH

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Reilly Financial Advisors reduced its UnitedHealth (UNH) stake by 6.8% in Q4 2021, selling an estimated $267K and leaving 8,044 shares worth $4.04M. The position accounts for 0.3% of the portfolio, ranked #65.

Reilly Financial Advisors first reported a position in UNH in Q2 2013 and has held it in 32 quarters since. 2,903 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

  • Reilly Financial Advisors held 8,044 shares of UnitedHealth worth $4.04M as of Q4 2021.
  • Reilly Financial Advisors sold 589 UnitedHealth shares in Q4 2021, an estimated $267K.
  • UnitedHealth made up 0.3% of Reilly Financial Advisors's portfolio in Q4 2021, its #65 holding.
  • Reilly Financial Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 32 quarters since.
  • 2,903 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.