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Sage Financial Management Group’s UnitedHealth UNH Stock Holding History

Sage Financial Management 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
Q2 		– Sell
-31
Closed -$12K – 107
2021
Q1 		$12K Buy
+31
New +$10.7K 0.01% 96

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Sage Financial Management Group's UNH Position: Q2 2021 in Review

Sage Financial Management Group sold out of UnitedHealth (UNH) in Q2 2021, closing a stake of 31 shares — an estimated $12K sold.

Sage Financial Management Group first reported a position in UNH in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 2,587 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

  • Sage Financial Management Group reported no remaining UnitedHealth position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 31 UnitedHealth shares in Q2 2021, an estimated $12K.
  • Sage Financial Management Group first reported a position in UnitedHealth in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's UnitedHealth position peaked at $12K in Q1 2021.
  • 2,587 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.