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Argent Wealth Management’s UnitedHealth UNH Stock Holding History

Argent 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
Q2 		$2.34M Buy
7,278
+494
+7% +$142K 0.39% 51
2020
Q1 		$1.69M Buy
6,784
+1,812
+36% +$499K 0.34% 54
2019
Q4 		$1.46M Buy
+4,972
New +$1.3M 0.25% 67

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Argent Wealth Management's UNH Position: Q2 2020 in Review

Argent Wealth Management increased its UnitedHealth (UNH) stake by 7.3% in Q2 2020, buying an estimated $142K and bringing the position to 7,278 shares worth $2.34M. The position accounts for 0.39% of the portfolio, ranked #51.

Argent Wealth Management first reported a position in UNH in Q4 2019 and has held it in 3 quarters since. 2,208 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

  • Argent Wealth Management held 7,278 shares of UnitedHealth worth $2.34M as of Q2 2020.
  • Argent Wealth Management bought 494 UnitedHealth shares in Q2 2020, an estimated $142K.
  • UnitedHealth made up 0.39% of Argent Wealth Management's portfolio in Q2 2020, its #51 holding.
  • Argent Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 3 quarters since.
  • 2,208 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.