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TRH Financial’s UnitedHealth UNH Stock Holding History

TRH 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
-582
Closed -$216K – 80
2021
Q1 		$216K Sell
582
-23
-4% -$7.97K 0.11% 74
2020
Q4 		$212K Sell
605
-71
-11% -$23.8K 0.12% 69
2020
Q3 		$211K Buy
+676
New +$208K 0.14% 67

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

TRH Financial's UNH Position: Q2 2021 in Review

TRH Financial sold out of UnitedHealth (UNH) in Q2 2021, closing a stake of 582 shares — an estimated $216K sold.

TRH Financial first reported a position in UNH in Q3 2020 and held it in 3 quarters. The position peaked at $216K in Q1 2021. 2,587 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

  • TRH Financial reported no remaining UnitedHealth position as of Q2 2021 after selling out during the quarter.
  • TRH Financial sold 582 UnitedHealth shares in Q2 2021, an estimated $216K.
  • TRH Financial first reported a position in UnitedHealth in Q3 2020 and held it in 3 quarters.
  • TRH Financial's UnitedHealth position peaked at $216K in Q1 2021.
  • 2,587 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on TRH Financial's 13F filing for Q2 2021, filed 16 Jul 2021.