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Sullivan, Bruyette, Speros & Blaney’s UnitedHealth UNH Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		$1.41M Sell
3,794
-3
-0.1% -$1.04K 0.06% 92
2020
Q4 		$1.33M Sell
3,797
-165
-4% -$55.3K 0.06% 91
2020
Q3 		$1.24M Buy
3,962
+53
+1% +$16.3K 0.07% 85
2020
Q2 		$1.15M Hold
3,909
– – 0.07% 89
2020
Q1 		$975K Sell
3,909
-179
-4% -$49.3K 0.07% 81
2019
Q4 		$1.2M Buy
4,088
+135
+3% +$35.3K 0.07% 84
2019
Q3 		$859K Buy
3,953
+145
+4% +$35K 0.05% 96
2019
Q2 		$929K Sell
3,808
-13
-0.3% -$3.13K 0.06% 86
2019
Q1 		$945K Buy
3,821
+712
+23% +$182K 0.06% 83
2018
Q4 		$775K Buy
3,109
+49
+2% +$12.9K 0.05% 85
2018
Q3 		$814K Sell
3,060
-16
-0.5% -$4.16K 0.07% 69
2018
Q2 		$755K Hold
3,076
– – 0.07% 67
2018
Q1 		$658K Sell
3,076
-134
-4% -$30.6K 0.06% 74
2017
Q4 		$708K Hold
3,210
– – 0.07% 73
2017
Q3 		$629K Sell
3,210
-266
-8% -$51.4K 0.06% 76
2017
Q2 		$645K Buy
3,476
+464
+15% +$81.4K 0.07% 77
2017
Q1 		$494K Sell
3,012
-60
-2% -$9.83K 0.05% 83
2016
Q4 		$492K Buy
3,072
+30
+1% +$4.48K 0.05% 84
2016
Q3 		$426K Buy
3,042
+538
+21% +$75.4K 0.04% 85
2016
Q2 		$354K Buy
+2,504
New +$334K 0.04% 93

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's UNH Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its UnitedHealth (UNH) stake by 0.08% in Q1 2021, selling an estimated $1.04K and leaving 3,794 shares worth $1.41M. The position accounts for 0.06% of the portfolio, ranked #92.

Sullivan, Bruyette, Speros & Blaney first reported a position in UNH in Q2 2016 and has held it in 20 quarters since. 2,512 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 3,794 shares of UnitedHealth worth $1.41M as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney sold 3 UnitedHealth shares in Q1 2021, an estimated $1.04K.
  • UnitedHealth made up 0.06% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #92 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in UnitedHealth in Q2 2016 and has held it in 20 quarters since.
  • 2,512 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.