Reilly Herbert Faulkner III’s UnitedHealth UNH Stock Holding History

Reilly Herbert Faulkner III’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	$352K	Buy	945 +50	+6%	+$17.3K	0.11%	44
2020 Q4	$314K	Hold	895	–	–	0.1%	47
2020 Q3	$279K	Hold	895	–	–	0.1%	46
2020 Q2	$264K	Sell	895 -25	-3%	-$7.16K	0.11%	44
2020 Q1	$229K	Sell	920 -1,050	-53%	-$289K	0.11%	44
2019 Q4	$579K	Hold	1,970	–	–	0.23%	41
2019 Q3	$428K	Sell	1,970 -180	-8%	-$43.4K	0.18%	43
2019 Q2	$525K	Hold	2,150	–	–	0.23%	43
2019 Q1	$532K	Sell	2,150 -438	-17%	-$112K	0.24%	42
2018 Q4	$645K	Sell	2,588 -50	-2%	-$13.2K	0.35%	39
2018 Q3	$702K	Hold	2,638	–	–	0.34%	40
2018 Q2	$647K	Sell	2,638 -975	-27%	-$234K	0.35%	39
2018 Q1	$773K	Buy	+3,613	New	+$825K	0.44%	38

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

Reilly Herbert Faulkner III's UNH Position: Q1 2021 in Review

Reilly Herbert Faulkner III increased its UnitedHealth (UNH) stake by 5.6% in Q1 2021, buying an estimated $17.3K and bringing the position to 945 shares worth $352K. The position accounts for 0.11% of the portfolio, ranked #44.

Reilly Herbert Faulkner III first reported a position in UNH in Q1 2018 and has held it in 13 quarters since. The position peaked at $773K in Q1 2018. 2,511 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

Reilly Herbert Faulkner III held 945 shares of UnitedHealth worth $352K as of Q1 2021.
Reilly Herbert Faulkner III bought 50 UnitedHealth shares in Q1 2021, an estimated $17.3K.
UnitedHealth made up 0.11% of Reilly Herbert Faulkner III's portfolio in Q1 2021, its #44 holding.
Reilly Herbert Faulkner III first reported a position in UnitedHealth in Q1 2018 and has held it in 13 quarters since.
Reilly Herbert Faulkner III's UnitedHealth position peaked at $773K in Q1 2018.
2,511 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on Reilly Herbert Faulkner III's 13F filing for Q1 2021, filed 12 May 2021.