Rikoon Group’s UnitedHealth UNH Stock Holding History

Rikoon Group’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	$1.14M	Sell	3,066 -85	-3%	-$29.5K	0.3%	80
2020 Q4	$1.1M	Sell	3,151 -483	-13%	-$162K	0.31%	75
2020 Q3	$1.13M	Sell	3,634 -242	-6%	-$74.3K	0.35%	69
2020 Q2	$1.14M	Sell	3,876 -131	-3%	-$37.5K	0.38%	64
2020 Q1	$999K	Sell	4,007 -46	-1%	-$12.7K	0.41%	63
2019 Q4	$1.19M	Buy	4,053 +1	+0%	+$262	0.41%	65
2019 Q3	$881K	Buy	4,052 +37	+0.9%	+$8.93K	0.33%	86
2019 Q2	$980K	Sell	4,015 -1,068	-21%	-$257K	0.36%	74
2019 Q1	$1.26M	Buy	5,083 +465	+10%	+$119K	0.47%	54
2018 Q4	$1.15M	Buy	4,618 +801	+21%	+$212K	0.48%	54
2018 Q3	$1.01M	Buy	3,817 +2,643	+225%	+$687K	0.36%	78
2018 Q2	$288K	Buy	1,174 +117	+11%	+$28.1K	0.11%	164
2018 Q1	$229K	Buy	+1,057	New	+$241K	0.09%	182

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

Rikoon Group's UNH Position: Q1 2021 in Review

Rikoon Group reduced its UnitedHealth (UNH) stake by 2.7% in Q1 2021, selling an estimated $29.5K and leaving 3,066 shares worth $1.14M. The position accounts for 0.3% of the portfolio, ranked #80.

Rikoon Group first reported a position in UNH in Q1 2018 and has held it in 13 quarters since. The position peaked at $1.26M in Q1 2019. 2,512 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

Rikoon Group held 3,066 shares of UnitedHealth worth $1.14M as of Q1 2021.
Rikoon Group sold 85 UnitedHealth shares in Q1 2021, an estimated $29.5K.
UnitedHealth made up 0.3% of Rikoon Group's portfolio in Q1 2021, its #80 holding.
Rikoon Group first reported a position in UnitedHealth in Q1 2018 and has held it in 13 quarters since.
Rikoon Group's UnitedHealth position peaked at $1.26M in Q1 2019.
2,512 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.