St. James Investment Company’s UnitedHealth UNH Stock Holding History

St. James Investment Company’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 Q4	–	Sell	-24,585	Closed	-$9.61M	–	37
2021 Q3	$9.61M	Sell	24,585 -1,919	-7%	-$795K	1.4%	29
2021 Q2	$10.6M	Sell	26,504 -2,061	-7%	-$822K	1.26%	28
2021 Q1	$10.6M	Sell	28,565 -3,436	-11%	-$1.19M	1.41%	29
2020 Q4	$11.2M	Sell	32,001 -1,968	-6%	-$660K	1.45%	28
2020 Q3	$10.6M	Sell	33,969 -1,597	-4%	-$491K	1.47%	26
2020 Q2	$10.5M	Buy	+35,566	New	+$10.2M	1.61%	23
2019 Q3	–	Sell	-3,890	Closed	-$949K	–	49
2019 Q2	$949K	Buy	+3,890	New	+$936K	0.09%	32

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

St. James Investment Company's UNH Position: Q4 2021 in Review

St. James Investment Company sold out of UnitedHealth (UNH) in Q4 2021, closing a stake of 24,585 shares — an estimated $9.61M sold.

St. James Investment Company first reported a position in UNH in Q2 2019 and held it in 7 quarters. The position peaked at $11.2M in Q4 2020. 2,903 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

St. James Investment Company reported no remaining UnitedHealth position as of Q4 2021 after selling out during the quarter.
St. James Investment Company sold 24,585 UnitedHealth shares in Q4 2021, an estimated $9.61M.
St. James Investment Company first reported a position in UnitedHealth in Q2 2019 and held it in 7 quarters.
St. James Investment Company's UnitedHealth position peaked at $11.2M in Q4 2020.
2,903 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on St. James Investment Company's 13F filing for Q4 2021, filed 8 Feb 2022.