Advisor Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$1K Buy
+2
New +$523 ﹤0.01% 5200

Other funds holding UNH

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.