Beacon Pointe Wealth Advisors’s UnitedHealth UNH Stock Holding History

Beacon Pointe 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 Q4	$209K	Buy	+711	New	+$186K	0.04%	257

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

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

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

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

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

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

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

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

Beacon Pointe Wealth Advisors's UNH Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in UnitedHealth (UNH) in Q4 2019: 711 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #257 among its holdings.

2,161 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

Beacon Pointe Wealth Advisors held 711 shares of UnitedHealth worth $209K as of Q4 2019.
UnitedHealth was a new Beacon Pointe Wealth Advisors position in Q4 2019.
UnitedHealth made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #257 holding.
2,161 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.