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Security National Bank of Sioux City Iowa’s UnitedHealth UNH Stock Holding History

Security National Bank of Sioux City Iowa’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
Q3 		– Sell
-651
Closed -$261K – 109
2021
Q2 		$261K Buy
+651
New +$260K 0.21% 84

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $846B AUM 46.74% 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 $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Security National Bank of Sioux City Iowa's UNH Position: Q3 2021 in Review

Security National Bank of Sioux City Iowa sold out of UnitedHealth (UNH) in Q3 2021, closing a stake of 651 shares — an estimated $261K sold.

Security National Bank of Sioux City Iowa first reported a position in UNH in Q2 2021 and held it in 1 quarter. The position peaked at $261K in Q2 2021. 2,565 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

  • Security National Bank of Sioux City Iowa reported no remaining UnitedHealth position as of Q3 2021 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 651 UnitedHealth shares in Q3 2021, an estimated $261K.
  • Security National Bank of Sioux City Iowa first reported a position in UnitedHealth in Q2 2021 and held it in 1 quarter.
  • Security National Bank of Sioux City Iowa's UnitedHealth position peaked at $261K in Q2 2021.
  • 2,565 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q3 2021, filed 16 Nov 2021.