AWM
UNH icon

Adams Wealth Management’s UnitedHealth UNH Stock Holding History

Adams Wealth 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
2020
Q4 		– Sell
-224
Closed -$70K – 320
2020
Q3 		$70K Buy
+224
New +$68.8K 0.05% 97

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

Adams Wealth Management's UNH Position: Q4 2020 in Review

Adams Wealth Management sold out of UnitedHealth (UNH) in Q4 2020, closing a stake of 224 shares — an estimated $70K sold.

Adams Wealth Management first reported a position in UNH in Q3 2020 and held it in 1 quarter. The position peaked at $70K in Q3 2020. 2,467 funds tracked by Wall St. Rank hold UNH as of Q4 2020.

  • Adams Wealth Management reported no remaining UnitedHealth position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 224 UnitedHealth shares in Q4 2020, an estimated $70K.
  • Adams Wealth Management first reported a position in UnitedHealth in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's UnitedHealth position peaked at $70K in Q3 2020.
  • 2,467 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.