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Affinity Wealth Management’s UnitedHealth UNH Stock Holding History

Affinity 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
2019
Q2 		– Sell
-3,324
Closed -$822K – 105
2019
Q1 		$822K Buy
3,324
+1,671
+101% +$426K 0.33% 52
2018
Q4 		$412K Buy
+1,653
New +$437K 0.25% 61

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Affinity Wealth Management's UNH Position: Q2 2019 in Review

Affinity Wealth Management sold out of UnitedHealth (UNH) in Q2 2019, closing a stake of 3,324 shares — an estimated $822K sold.

Affinity Wealth Management first reported a position in UNH in Q4 2018 and held it in 2 quarters. The position peaked at $822K in Q1 2019. 1,965 funds tracked by Wall St. Rank hold UNH as of Q2 2019.

  • Affinity Wealth Management reported no remaining UnitedHealth position as of Q2 2019 after selling out during the quarter.
  • Affinity Wealth Management sold 3,324 UnitedHealth shares in Q2 2019, an estimated $822K.
  • Affinity Wealth Management first reported a position in UnitedHealth in Q4 2018 and held it in 2 quarters.
  • Affinity Wealth Management's UnitedHealth position peaked at $822K in Q1 2019.
  • 1,965 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2019.

Based on Affinity Wealth Management's 13F filing for Q2 2019, filed 24 Jul 2019.