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Waddell & Reed Financial’s UnitedHealth UNH Stock Holding History

Waddell & Reed 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
Q1 		$462M Buy
1,242,581
+24,505
+2% +$8.49M 0.95% 12
2020
Q4 		$427M Buy
1,218,076
+112,261
+10% +$37.6M 0.9% 14
2020
Q3 		$345M Buy
1,105,815
+17,038
+2% +$5.23M 0.83% 17
2020
Q2 		$321M Buy
1,088,777
+140,965
+15% +$40.4M 0.83% 16
2020
Q1 		$236M Buy
947,812
+131,609
+16% +$36.2M 0.77% 23
2019
Q4 		$240M Buy
816,203
+28,168
+4% +$7.37M 0.6% 34
2019
Q3 		$171M Sell
788,035
-180,958
-19% -$43.7M 0.44% 55
2019
Q2 		$236M Sell
968,993
-534,823
-36% -$129M 0.59% 34
2019
Q1 		$372M Sell
1,503,816
-580,537
-28% -$148M 0.92% 21
2018
Q4 		$519M Sell
2,084,353
-43,178
-2% -$11.4M 1.47% 5
2018
Q3 		$566M Buy
2,127,531
+174,856
+9% +$45.5M 1.25% 9
2018
Q2 		$479M Sell
1,952,675
-107,152
-5% -$25.7M 1.11% 14
2018
Q1 		$441M Buy
2,059,827
+111,215
+6% +$25.4M 1% 20
2017
Q4 		$430M Buy
1,948,612
+652,373
+50% +$138M 0.95% 17
2017
Q3 		$254M Sell
1,296,239
-157,696
-11% -$30.5M 0.56% 44
2017
Q2 		$270M Buy
1,453,935
+424,897
+41% +$74.5M 0.59% 43
2017
Q1 		$169M Buy
1,029,038
+717,350
+230% +$117M 0.36% 71
2016
Q4 		$49.9M Buy
311,688
+40,645
+15% +$6.07M 0.11% 217
2016
Q3 		$37.9M Hold
271,043
– – 0.08% 244
2016
Q2 		$38.3M Buy
271,043
+91,005
+51% +$12.1M 0.08% 241
2016
Q1 		$23.2M Buy
+180,038
New +$21.3M 0.04% 289
2015
Q1 		– Sell
-410,900
Closed -$41.5M – 592
2014
Q4 		$41.5M Sell
410,900
-63,100
-13% -$5.98M 0.06% 246
2014
Q3 		$40.9M Sell
474,000
-2,187,900
-82% -$185M 0.06% 243
2014
Q2 		$218M Sell
2,661,900
-717,400
-21% -$56.4M 0.32% 84
2014
Q1 		$277M Sell
3,379,300
-61,900
-2% -$4.66M 0.42% 72
2013
Q4 		$259M Sell
3,441,200
-2,793,335
-45% -$201M 0.42% 70
2013
Q3 		$446M Sell
6,234,535
-631,760
-9% -$45.2M 0.85% 31
2013
Q2 		$450M Buy
+6,866,295
New +$427M 0.94% 23

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Waddell & Reed Financial's UNH Position: Q1 2021 in Review

Waddell & Reed Financial increased its UnitedHealth (UNH) stake by 2% in Q1 2021, buying an estimated $8.49M and bringing the position to 1,242,581 shares worth $462M. The position accounts for 0.95% of the portfolio, ranked #12.

Waddell & Reed Financial first reported a position in UNH in Q2 2013 and has held it in 28 quarters since. The position peaked at $566M in Q3 2018. 2,511 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

  • Waddell & Reed Financial held 1,242,581 shares of UnitedHealth worth $462M as of Q1 2021.
  • Waddell & Reed Financial bought 24,505 UnitedHealth shares in Q1 2021, an estimated $8.49M.
  • UnitedHealth made up 0.95% of Waddell & Reed Financial's portfolio in Q1 2021, its #12 holding.
  • Waddell & Reed Financial first reported a position in UnitedHealth in Q2 2013 and has held it in 28 quarters since.
  • Waddell & Reed Financial's UnitedHealth position peaked at $566M in Q3 2018.
  • 2,511 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.