SIM
UNH icon

Sonora Investment Management’s UnitedHealth UNH Stock Holding History

Sonora Investment Management’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 		$5.52M Buy
14,128
+2,228
+19% +$923K 0.69% 55
2021
Q2 		$4.76M Buy
11,900
+1,412
+13% +$563K 0.62% 59
2021
Q1 		$3.9M Buy
10,488
+3,005
+40% +$1.04M 0.31% 107
2020
Q4 		$2.62M Buy
7,483
+6,617
+764% +$2.22M 0.22% 118
2020
Q3 		$270K Buy
866
+26
+3% +$7.99K 0.03% 243
2020
Q2 		$248K Sell
840
-54
-6% -$15.5K 0.03% 233
2020
Q1 		$223K Buy
894
+10
+1% +$2.75K 0.03% 224
2019
Q4 		$260K Buy
884
+119
+16% +$31.1K 0.02% 233
2019
Q3 		$166K Sell
765
-117
-13% -$28.2K 0.02% 259
2019
Q2 		$215K Buy
882
+555
+170% +$133K 0.02% 236
2019
Q1 		$81K Buy
327
+51
+18% +$13K 0.01% 369
2018
Q4 		$69K Buy
276
+44
+19% +$11.6K 0.01% 339
2018
Q3 		$62K Hold
232
– – 0.01% 357
2018
Q2 		$57K Hold
232
– – 0.01% 363
2018
Q1 		$49.6K Buy
232
+130
+127% +$29.7K 0.01% 400
2017
Q4 		$22.5K Hold
102
– – ﹤0.01% 560
2017
Q3 		$20K Sell
102
-25
-20% -$4.83K ﹤0.01% 551
2017
Q2 		$23.5K Hold
127
– – ﹤0.01% 491
2017
Q1 		$20.8K Hold
127
– – ﹤0.01% 511
2016
Q4 		$20.3K Hold
127
– – ﹤0.01% 466
2016
Q3 		$17.8K Buy
127
+85
+202% +$11.9K ﹤0.01% 474
2016
Q2 		$5.93K Sell
42
-10
-19% -$1.33K ﹤0.01% 668
2016
Q1 		$6.96K Buy
52
+10
+24% +$1.18K ﹤0.01% 693
2015
Q4 		$5K Sell
42
-168
-80% -$19.6K ﹤0.01% 641
2015
Q3 		$24K Buy
+210
New +$25.1K 0.01% 307

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

Sonora Investment Management's UNH Position: Q3 2021 in Review

Sonora Investment Management increased its UnitedHealth (UNH) stake by 19% in Q3 2021, buying an estimated $923K and bringing the position to 14,128 shares worth $5.52M. The position accounts for 0.69% of the portfolio, ranked #55.

Sonora Investment Management first reported a position in UNH in Q3 2015 and has held it in 25 quarters since. 2,565 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

  • Sonora Investment Management held 14,128 shares of UnitedHealth worth $5.52M as of Q3 2021.
  • Sonora Investment Management bought 2,228 UnitedHealth shares in Q3 2021, an estimated $923K.
  • UnitedHealth made up 0.69% of Sonora Investment Management's portfolio in Q3 2021, its #55 holding.
  • Sonora Investment Management first reported a position in UnitedHealth in Q3 2015 and has held it in 25 quarters since.
  • 2,565 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.