SLF
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Sun Life Financial’s UnitedHealth UNH Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-558
Closed -$208K – 461
2021
Q1 		$208K Sell
558
-2
-0.4% -$693 0.02% 120
2020
Q4 		$196K Sell
560
-8
-1% -$2.68K 0.03% 115
2020
Q3 		$177K Buy
568
+2
+0.4% +$614 0.03% 123
2020
Q2 		$167K Buy
566
+30
+6% +$8.6K 0.03% 112
2020
Q1 		$134K Sell
536
-14
-3% -$3.85K 0.03% 105
2019
Q4 		$162K Sell
550
-225
-29% -$58.9K 0.04% 106
2019
Q3 		$168K Buy
775
+3
+0.4% +$724 0.04% 201
2019
Q2 		$188K Sell
772
-855
-53% -$206K 0.05% 187
2019
Q1 		$402K Sell
1,627
-1,022
-39% -$261K 0.09% 127
2018
Q4 		$660K Buy
2,649
+7
+0.3% +$1.85K 0.14% 89
2018
Q3 		$703K Buy
2,642
+41
+2% +$10.7K 0.13% 100
2018
Q2 		$638K Buy
2,601
+1,659
+176% +$398K 0.09% 102
2018
Q1 		$4.4K Sell
942
-1,179
-56% -$269K 0.04% 147
2017
Q4 		$468K Sell
2,121
-4,993
-70% -$1.06M 0.05% 113
2017
Q3 		$1.39M Buy
7,114
+106
+2% +$20.5K 0.14% 63
2017
Q2 		$1.3M Buy
7,008
+6,922
+8,049% +$1.21M 0.14% 64
2017
Q1 		$524 Buy
86
+4
+5% +$655 ﹤0.01% 169
2016
Q4 		$513 Buy
+82
New +$12.2K 0.01% 119

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Sun Life Financial's UNH Position: Q2 2021 in Review

Sun Life Financial sold out of UnitedHealth (UNH) in Q2 2021, closing a stake of 558 shares — an estimated $208K sold.

Sun Life Financial first reported a position in UNH in Q4 2016 and held it in 18 quarters. The position peaked at $1.39M in Q3 2017. 2,586 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

  • Sun Life Financial reported no remaining UnitedHealth position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 558 UnitedHealth shares in Q2 2021, an estimated $208K.
  • Sun Life Financial first reported a position in UnitedHealth in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's UnitedHealth position peaked at $1.39M in Q3 2017.
  • 2,586 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.