AmeriServ Wealth Advisors’s UnitedHealth UNH Stock Holding History

AmeriServ Wealth Advisors’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 Q1	–	Sell	-1,295	Closed	-$323K	–	75
2018 Q4	$323K	Buy	1,295 +180	+16%	+$47.5K	0.82%	41
2018 Q3	$297K	Buy	+1,115	New	+$290K	0.37%	54
2015 Q3	–	Sell	-200	Closed	-$24K	–	138
2015 Q2	$24K	Buy	+200	New	+$23.7K	0.03%	115
2015 Q1	–	Sell	-3,200	Closed	-$323K	–	121
2014 Q4	$323K	Hold	3,200	–	–	0.31%	85
2014 Q3	$276K	Hold	3,200	–	–	0.48%	81
2014 Q2	$262K	Sell	3,200 -100	-3%	-$7.87K	0.28%	96
2014 Q1	$271K	Sell	3,300 -1,620	-33%	-$122K	0.27%	97
2013 Q4	$370K	Hold	4,920	–	–	0.22%	118
2013 Q3	$352K	Hold	4,920	–	–	0.22%	123
2013 Q2	$322K	Buy	+4,920	New	+$306K	0.21%	131

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AmeriServ Wealth Advisors's UNH Position: Q1 2019 in Review

AmeriServ Wealth Advisors sold out of UnitedHealth (UNH) in Q1 2019, closing a stake of 1,295 shares — an estimated $323K sold.

AmeriServ Wealth Advisors first reported a position in UNH in Q2 2013 and held it in 10 quarters. The position peaked at $370K in Q4 2013. 1,943 funds tracked by Wall St. Rank hold UNH as of Q1 2019.

AmeriServ Wealth Advisors reported no remaining UnitedHealth position as of Q1 2019 after selling out during the quarter.
AmeriServ Wealth Advisors sold 1,295 UnitedHealth shares in Q1 2019, an estimated $323K.
AmeriServ Wealth Advisors first reported a position in UnitedHealth in Q2 2013 and held it in 10 quarters.
AmeriServ Wealth Advisors's UnitedHealth position peaked at $370K in Q4 2013.
1,943 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2019.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.