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Wela Strategies’s UnitedHealth UNH Stock Holding History

Wela Strategies’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
-905
Closed -$317K – 47
2020
Q4 		$317K Sell
905
-42
-4% -$14.1K 0.18% 30
2020
Q3 		$295K Buy
947
+199
+27% +$61.1K 0.19% 30
2020
Q2 		$221K Buy
+748
New +$214K 0.14% 34

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

Wela Strategies's UNH Position: Q1 2021 in Review

Wela Strategies sold out of UnitedHealth (UNH) in Q1 2021, closing a stake of 905 shares — an estimated $317K sold.

Wela Strategies first reported a position in UNH in Q2 2020 and held it in 3 quarters. The position peaked at $317K in Q4 2020. 2,512 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

  • Wela Strategies reported no remaining UnitedHealth position as of Q1 2021 after selling out during the quarter.
  • Wela Strategies sold 905 UnitedHealth shares in Q1 2021, an estimated $317K.
  • Wela Strategies first reported a position in UnitedHealth in Q2 2020 and held it in 3 quarters.
  • Wela Strategies's UnitedHealth position peaked at $317K in Q4 2020.
  • 2,512 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on Wela Strategies's 13F filing for Q1 2021, filed 26 Apr 2021.