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Weld Capital Management’s UnitedHealth UNH Stock Holding History

Weld Capital Management’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
-1,519
Closed -$533K – 557
2020
Q4 		$533K Sell
1,519
-4,180
-73% -$1.4M 0.21% 170
2020
Q3 		$1.78M Sell
5,699
-755
-12% -$232K 0.7% 12
2020
Q2 		$1.9M Buy
+6,454
New +$1.85M 0.75% 12
2020
Q1 		– Sell
-2,809
Closed -$826K – 721
2019
Q4 		$826K Buy
+2,809
New +$735K 0.16% 223

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

Weld Capital Management's UNH Position: Q1 2021 in Review

Weld Capital Management sold out of UnitedHealth (UNH) in Q1 2021, closing a stake of 1,519 shares — an estimated $533K sold.

Weld Capital Management first reported a position in UNH in Q4 2019 and held it in 4 quarters. The position peaked at $1.9M in Q2 2020. 2,511 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

  • Weld Capital Management reported no remaining UnitedHealth position as of Q1 2021 after selling out during the quarter.
  • Weld Capital Management sold 1,519 UnitedHealth shares in Q1 2021, an estimated $533K.
  • Weld Capital Management first reported a position in UnitedHealth in Q4 2019 and held it in 4 quarters.
  • Weld Capital Management's UnitedHealth position peaked at $1.9M in Q2 2020.
  • 2,511 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.