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WealthStone’s UnitedHealth UNH Stock Holding History

WealthStone’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 		$1.89M Buy
5,086
+160
+3% +$55.4K 0.66% 21
2020
Q4 		$1.73M Buy
4,926
+118
+2% +$39.6K 0.61% 23
2020
Q3 		$1.5M Buy
4,808
+382
+9% +$117K 0.68% 22
2020
Q2 		$1.31M Buy
+4,426
New +$1.27M 0.62% 20
2019
Q3 		– Sell
-3,260
Closed -$795K – 575
2019
Q2 		$795K Buy
+3,260
New +$784K 0.36% 58

Other funds holding UNH

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthStone's UNH Position: Q1 2021 in Review

WealthStone increased its UnitedHealth (UNH) stake by 3.2% in Q1 2021, buying an estimated $55.4K and bringing the position to 5,086 shares worth $1.89M. The position accounts for 0.66% of the portfolio, ranked #21.

WealthStone first reported a position in UNH in Q2 2019 and has held it in 5 quarters since. 2,511 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

  • WealthStone held 5,086 shares of UnitedHealth worth $1.89M as of Q1 2021.
  • WealthStone bought 160 UnitedHealth shares in Q1 2021, an estimated $55.4K.
  • UnitedHealth made up 0.66% of WealthStone's portfolio in Q1 2021, its #21 holding.
  • WealthStone first reported a position in UnitedHealth in Q2 2019 and has held it in 5 quarters since.
  • 2,511 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.