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Advisor Group’s UnitedHealth UNH Stock Holding History

Advisor Group’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
2019
Q4 		$35M Sell
119,009
-1,110
-0.9% -$290K 0.24% 79
2019
Q3 		$26.1M Buy
120,119
+1,235
+1% +$298K 0.19% 95
2019
Q2 		$29M Buy
118,884
+5,915
+5% +$1.42M 0.22% 79
2019
Q1 		$27.9M Buy
112,969
+11,838
+12% +$3.02M 0.23% 80
2018
Q4 		$25.2M Buy
101,131
+11,957
+13% +$3.16M 0.25% 75
2018
Q3 		$23.7M Buy
89,174
+22,512
+34% +$5.86M 0.24% 80
2018
Q2 		$16.4M Sell
66,662
-1,461
-2% -$351K 0.22% 87
2018
Q1 		$14.6M Buy
68,123
+2,209
+3% +$505K 0.2% 98
2017
Q4 		$14.5M Buy
65,914
+1,596
+2% +$338K 0.19% 98
2017
Q3 		$12.6M Sell
64,318
-2,238
-3% -$432K 0.2% 102
2017
Q2 		$12.3M Buy
66,556
+7,315
+12% +$1.28M 0.22% 100
2017
Q1 		$9.72M Buy
59,241
+7,920
+15% +$1.3M 0.2% 111
2016
Q4 		$8.21M Buy
51,321
+5,231
+11% +$781K 0.19% 122
2016
Q3 		$6.46M Buy
46,090
+968
+2% +$136K 0.16% 149
2016
Q2 		$6.37M Buy
+45,122
New +$6.02M 0.17% 139

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor Group's UNH Position: Q4 2019 in Review

Advisor Group reduced its UnitedHealth (UNH) stake by 0.92% in Q4 2019, selling an estimated $290K and leaving 119,009 shares worth $35M. The position accounts for 0.24% of the portfolio, ranked #79.

Advisor Group first reported a position in UNH in Q2 2016 and has held it in 15 quarters since. 2,161 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

  • Advisor Group held 119,009 shares of UnitedHealth worth $35M as of Q4 2019.
  • Advisor Group sold 1,110 UnitedHealth shares in Q4 2019, an estimated $290K.
  • UnitedHealth made up 0.24% of Advisor Group's portfolio in Q4 2019, its #79 holding.
  • Advisor Group first reported a position in UnitedHealth in Q2 2016 and has held it in 15 quarters since.
  • 2,161 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.