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San Francisco Sentry Investment Group’s UnitedHealth UNH Stock Holding History

San Francisco Sentry Investment 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 		$1.25M Buy
3,119
+57
+2% +$22.7K 0.65% 31
2021
Q1 		$1.14M Sell
3,062
-102
-3% -$35.3K 0.48% 52
2020
Q4 		$1.11M Buy
3,164
+216
+7% +$72.4K 0.52% 43
2020
Q3 		$919K Sell
2,948
-155
-5% -$47.6K 0.47% 51
2020
Q2 		$916K Buy
3,103
+96
+3% +$27.5K 0.49% 42
2020
Q1 		$750K Sell
3,007
-256
-8% -$70.4K 0.48% 48
2019
Q4 		$959K Sell
3,263
-61
-2% -$16K 0.43% 53
2019
Q3 		$723K Sell
3,324
-2
-0.1% -$483 0.33% 72
2019
Q2 		$812K Sell
3,326
-4,179
-56% -$1.01M 0.37% 61
2019
Q1 		$1.85M Buy
7,505
+420
+6% +$107K 0.8% 31
2018
Q4 		$1.76M Buy
7,085
+759
+12% +$201K 0.83% 23
2018
Q3 		$1.68M Buy
6,326
+307
+5% +$79.9K 0.63% 36
2018
Q2 		$1.48M Sell
6,019
-3,392
-36% -$814K 0.61% 28
2018
Q1 		$2.01M Buy
9,411
+418
+5% +$95.5K 0.58% 34
2017
Q4 		$1.98M Buy
8,993
+628
+8% +$133K 0.58% 31
2017
Q3 		$1.64M Buy
8,365
+296
+4% +$57.2K 0.55% 40
2017
Q2 		$1.5M Buy
8,069
+687
+9% +$120K 0.53% 38
2017
Q1 		$1.21M Buy
7,382
+430
+6% +$70.4K 0.67% 46
2016
Q4 		$1.11M Buy
6,952
+1,700
+32% +$254K 0.64% 47
2016
Q3 		$735K Buy
5,252
+600
+13% +$84K 0.43% 70
2016
Q2 		$657K Buy
4,652
+1,800
+63% +$240K 0.4% 76
2016
Q1 		$367K Sell
2,852
-1,550
-35% -$183K 0.22% 109
2015
Q4 		$518K Sell
4,402
-8
-0.2% -$935 0.33% 82
2015
Q3 		$512K Hold
4,410
– – 0.36% 81
2015
Q2 		$538K Buy
4,410
+110
+3% +$13K 0.32% 86
2015
Q1 		$509K Hold
4,300
– – 0.3% 90
2014
Q4 		$435K Hold
4,300
– – 0.25% 102
2014
Q3 		$371K Hold
4,300
– – 0.19% 113
2014
Q2 		$352K Buy
4,300
+50
+1% +$3.93K 0.17% 120
2014
Q1 		$348K Buy
4,250
+1,750
+70% +$132K 0.11% 154
2013
Q4 		$188K Sell
2,500
-4,600
-65% -$330K 0.07% 200
2013
Q3 		$508K Buy
7,100
+150
+2% +$10.7K 0.19% 118
2013
Q2 		$455K Buy
+6,950
New +$432K 0.16% 122

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

San Francisco Sentry Investment Group's UNH Position: Q2 2021 in Review

San Francisco Sentry Investment Group increased its UnitedHealth (UNH) stake by 1.9% in Q2 2021, buying an estimated $22.7K and bringing the position to 3,119 shares worth $1.25M. The position accounts for 0.65% of the portfolio, ranked #31.

San Francisco Sentry Investment Group first reported a position in UNH in Q2 2013 and has held it in 33 quarters since. The position peaked at $2.01M in Q1 2018. 2,586 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

  • San Francisco Sentry Investment Group held 3,119 shares of UnitedHealth worth $1.25M as of Q2 2021.
  • San Francisco Sentry Investment Group bought 57 UnitedHealth shares in Q2 2021, an estimated $22.7K.
  • UnitedHealth made up 0.65% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #31 holding.
  • San Francisco Sentry Investment Group first reported a position in UnitedHealth in Q2 2013 and has held it in 33 quarters since.
  • San Francisco Sentry Investment Group's UnitedHealth position peaked at $2.01M in Q1 2018.
  • 2,586 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.