Bernicke Wealth Management’s UnitedHealth UNH Stock Holding History

Bernicke 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	$923K	Sell	3,131 -1,522	-33%	-$436K	0.68%	18
2020 Q1	$1.16M	Buy	4,653 +137	+3%	+$37.7K	0.7%	17
2019 Q4	$1.33M	Buy	4,516 +164	+4%	+$42.9K	0.74%	14
2019 Q3	$946K	Buy	4,352 +493	+13%	+$119K	0.55%	37
2019 Q2	$942K	Buy	3,859 +293	+8%	+$70.5K	0.56%	33
2019 Q1	$882K	Buy	3,566 +128	+4%	+$32.6K	0.55%	27
2018 Q4	$857K	Buy	3,438 +150	+5%	+$39.6K	0.59%	18
2018 Q3	$875K	Buy	3,288 +228	+7%	+$59.3K	0.58%	21
2018 Q2	$751K	Buy	3,060 +180	+6%	+$43.2K	0.53%	22
2018 Q1	$616K	Sell	2,880 -265	-8%	-$60.5K	0.45%	28
2017 Q4	$693K	Buy	3,145 +206	+7%	+$43.7K	0.52%	19
2017 Q3	$576K	Buy	2,939 +385	+15%	+$74.4K	0.45%	23
2017 Q2	$474K	Buy	2,554 +927	+57%	+$163K	0.38%	26
2017 Q1	$267K	Buy	+1,627	New	+$266K	0.22%	47

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Bernicke Wealth Management reduced its UnitedHealth (UNH) stake by 33% in Q2 2020, selling an estimated $436K and leaving 3,131 shares worth $923K. The position accounts for 0.68% of the portfolio, ranked #18.

Bernicke Wealth Management first reported a position in UNH in Q1 2017 and has held it in 14 quarters since. The position peaked at $1.33M in Q4 2019. 2,209 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

Bernicke Wealth Management held 3,131 shares of UnitedHealth worth $923K as of Q2 2020.
Bernicke Wealth Management sold 1,522 UnitedHealth shares in Q2 2020, an estimated $436K.
UnitedHealth made up 0.68% of Bernicke Wealth Management's portfolio in Q2 2020, its #18 holding.
Bernicke Wealth Management first reported a position in UnitedHealth in Q1 2017 and has held it in 14 quarters since.
Bernicke Wealth Management's UnitedHealth position peaked at $1.33M in Q4 2019.
2,209 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on Bernicke Wealth Management's 13F filing for Q2 2020, filed 19 Aug 2020.