U.S. Global Investors (USGI)’s UnitedHealth UNH Stock Holding History

U.S. Global Investors (USGI)’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	–	Sell	-1,421	Closed	-$498K	–	191
2020 Q4	$498K	Hold	1,421	–	–	0.02%	86
2020 Q3	$443K	Hold	1,421	–	–	0.03%	81
2020 Q2	$419K	Buy	1,421 +440	+45%	+$126K	0.04%	89
2020 Q1	$245K	Buy	+981	New	+$270K	0.07%	111
2018 Q4	–	Sell	-1,609	Closed	-$428K	–	162
2018 Q3	$428K	Buy	+1,609	New	+$419K	0.21%	101
2016 Q1	–	Sell	-3,600	Closed	-$424K	–	259
2015 Q4	$424K	Sell	3,600 -10,000	-74%	-$1.17M	0.22%	120
2015 Q3	$1.58M	Buy	13,600 +11,100	+444%	+$1.33M	0.84%	43
2015 Q2	$305K	Hold	2,500	–	–	0.12%	149
2015 Q1	$296K	Hold	2,500	–	–	0.08%	172
2014 Q4	$253K	Buy	+2,500	New	+$237K	0.07%	185
2014 Q1	–	Sell	-4,000	Closed	-$301K	–	370
2013 Q4	$301K	Buy	+4,000	New	+$287K	0.05%	196

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

U.S. Global Investors (USGI)'s UNH Position: Q1 2021 in Review

U.S. Global Investors (USGI) sold out of UnitedHealth (UNH) in Q1 2021, closing a stake of 1,421 shares — an estimated $498K sold.

U.S. Global Investors (USGI) first reported a position in UNH in Q4 2013 and held it in 11 quarters. The position peaked at $1.58M in Q3 2015. 2,511 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

U.S. Global Investors (USGI) reported no remaining UnitedHealth position as of Q1 2021 after selling out during the quarter.
U.S. Global Investors (USGI) sold 1,421 UnitedHealth shares in Q1 2021, an estimated $498K.
U.S. Global Investors (USGI) first reported a position in UnitedHealth in Q4 2013 and held it in 11 quarters.
U.S. Global Investors (USGI)'s UnitedHealth position peaked at $1.58M in Q3 2015.
2,511 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on U.S. Global Investors (USGI)'s 13F filing for Q1 2021, filed 23 Apr 2021.