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tru Independence’s UnitedHealth UNH Stock Holding History

tru Independence’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
Q3 		– Sell
-176
Closed -$71K – 323
2021
Q2 		$71K Sell
176
-3,246
-95% -$1.29M 0.02% 164
2021
Q1 		$1.27M Buy
3,422
+440
+15% +$152K 0.24% 90
2020
Q4 		$1.04K Buy
2,982
+219
+8% +$73.4K ﹤0.01% 335
2020
Q3 		$862K Sell
2,763
-9,717
-78% -$2.98M 0.24% 83
2020
Q2 		$3.68K Sell
12,480
-135
-1% -$38.7K 0.53% 44
2020
Q1 		$3.15K Buy
+12,615
New +$3.47M 0.51% 51

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

tru Independence's UNH Position: Q3 2021 in Review

tru Independence sold out of UnitedHealth (UNH) in Q3 2021, closing a stake of 176 shares — an estimated $71K sold.

tru Independence first reported a position in UNH in Q1 2020 and held it in 6 quarters. The position peaked at $1.27M in Q1 2021. 2,564 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

  • tru Independence reported no remaining UnitedHealth position as of Q3 2021 after selling out during the quarter.
  • tru Independence sold 176 UnitedHealth shares in Q3 2021, an estimated $71K.
  • tru Independence first reported a position in UnitedHealth in Q1 2020 and held it in 6 quarters.
  • tru Independence's UnitedHealth position peaked at $1.27M in Q1 2021.
  • 2,564 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.