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WealthOne’s UnitedHealth UNH Stock Holding History

WealthOne’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
-618
Closed -$230K – 140
2021
Q1 		$230K Buy
618
+31
+5% +$10.7K 0.1% 108
2020
Q4 		$206K Sell
587
-95
-14% -$31.8K 0.1% 105
2020
Q3 		$213K Buy
+682
New +$209K 0.12% 100
2019
Q1 		– Sell
-290
Closed -$72K – 514
2018
Q4 		$72K Buy
+290
New +$76.6K 0.06% 149

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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthOne's UNH Position: Q2 2021 in Review

WealthOne sold out of UnitedHealth (UNH) in Q2 2021, closing a stake of 618 shares — an estimated $230K sold.

WealthOne first reported a position in UNH in Q4 2018 and held it in 4 quarters. The position peaked at $230K in Q1 2021. 2,587 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

  • WealthOne reported no remaining UnitedHealth position as of Q2 2021 after selling out during the quarter.
  • WealthOne sold 618 UnitedHealth shares in Q2 2021, an estimated $230K.
  • WealthOne first reported a position in UnitedHealth in Q4 2018 and held it in 4 quarters.
  • WealthOne's UnitedHealth position peaked at $230K in Q1 2021.
  • 2,587 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on WealthOne's 13F filing for Q2 2021, filed 26 Jul 2021.