Unified Trust Company’s UnitedHealth UNH Stock Holding History

Unified Trust Company’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	$7.17M	Buy	18,346 +45	+0.2%	+$18.6K	2.11%	6
2021 Q2	$7.33M	Buy	18,301 +1,059	+6%	+$422K	2.17%	4
2021 Q1	$6.42M	Buy	17,242 +153	+0.9%	+$53K	2.09%	5
2020 Q4	$6.02M	Buy	17,089 +865	+5%	+$290K	3.49%	5
2020 Q3	$5.06M	Sell	16,224 -547	-3%	-$168K	3.59%	4
2020 Q2	$4.95M	Sell	16,771 -533	-3%	-$153K	3.72%	3
2020 Q1	$4.32M	Sell	17,304 -64	-0.4%	-$17.6K	2.88%	8
2019 Q4	$5.11M	Sell	17,368 -200	-1%	-$52.3K	3.17%	7
2019 Q3	$3.82M	Buy	17,568 +249	+1%	+$60.1K	2.55%	13
2019 Q2	$4.22M	Buy	17,319 +676	+4%	+$163K	2.94%	11
2019 Q1	$4.12M	Buy	16,643 +717	+5%	+$183K	3.08%	9
2018 Q4	$3.97M	Buy	+15,926	New	+$4.21M	3.61%	3

Other funds holding UNH

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

Unified Trust Company's UNH Position: Q3 2021 in Review

Unified Trust Company increased its UnitedHealth (UNH) stake by 0.25% in Q3 2021, buying an estimated $18.6K and bringing the position to 18,346 shares worth $7.17M. The position accounts for 2.11% of the portfolio, ranked #6.

Unified Trust Company first reported a position in UNH in Q4 2018 and has held it in 12 quarters since. The position peaked at $7.33M in Q2 2021. 2,564 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

Unified Trust Company held 18,346 shares of UnitedHealth worth $7.17M as of Q3 2021.
Unified Trust Company bought 45 UnitedHealth shares in Q3 2021, an estimated $18.6K.
UnitedHealth made up 2.11% of Unified Trust Company's portfolio in Q3 2021, its #6 holding.
Unified Trust Company first reported a position in UnitedHealth in Q4 2018 and has held it in 12 quarters since.
Unified Trust Company's UnitedHealth position peaked at $7.33M in Q2 2021.
2,564 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.