SFP
UNH icon

Sterling Financial Planning’s UnitedHealth UNH Stock Holding History

Sterling Financial Planning’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
-16
Closed -$6K – 374
2021
Q3 		$6K Hold
16
– – ﹤0.01% 351
2021
Q2 		$6K Sell
16
-51
-76% -$20.3K ﹤0.01% 335
2021
Q1 		$25K Hold
67
– – 0.02% 214
2020
Q4 		$23K Buy
+67
New +$22.5K 0.02% 208

Other funds holding UNH

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

Sterling Financial Planning's UNH Position: Q4 2021 in Review

Sterling Financial Planning sold out of UnitedHealth (UNH) in Q4 2021, closing a stake of 16 shares — an estimated $6K sold.

Sterling Financial Planning first reported a position in UNH in Q4 2020 and held it in 4 quarters. The position peaked at $25K in Q1 2021. 2,903 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

  • Sterling Financial Planning reported no remaining UnitedHealth position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 16 UnitedHealth shares in Q4 2021, an estimated $6K.
  • Sterling Financial Planning first reported a position in UnitedHealth in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's UnitedHealth position peaked at $25K in Q1 2021.
  • 2,903 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.