Biegel & Waller’s UnitedHealth UNH Stock Holding History

Biegel & Waller’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 Q3	$802K	Buy	3,692 +55	+2%	+$13.3K	0.45%	30
2019 Q2	$887K	Buy	3,637 +1	+0%	+$241	0.45%	32
2019 Q1	$899K	Sell	3,636 -127	-3%	-$32.4K	0.46%	31
2018 Q4	$937K	Sell	3,763 -252	-6%	-$66.6K	0.55%	28
2018 Q3	$1.07M	Hold	4,015	–	–	0.62%	23
2018 Q2	$985K	Buy	+4,015	New	+$964K	0.61%	19
2017 Q2	–	Sell	-1,234	Closed	-$202K	–	59
2017 Q1	$202K	Buy	1,234 +4	+0.3%	+$655	0.14%	45
2016 Q4	$200K	Buy	+1,230	New	+$184K	0.14%	49

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Biegel & Waller's UNH Position: Q3 2019 in Review

Biegel & Waller increased its UnitedHealth (UNH) stake by 1.5% in Q3 2019, buying an estimated $13.3K and bringing the position to 3,692 shares worth $802K. The position accounts for 0.45% of the portfolio, ranked #30.

Biegel & Waller first reported a position in UNH in Q4 2016 and has held it in 8 quarters since. The position peaked at $1.07M in Q3 2018. 1,932 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

Biegel & Waller held 3,692 shares of UnitedHealth worth $802K as of Q3 2019.
Biegel & Waller bought 55 UnitedHealth shares in Q3 2019, an estimated $13.3K.
UnitedHealth made up 0.45% of Biegel & Waller's portfolio in Q3 2019, its #30 holding.
Biegel & Waller first reported a position in UnitedHealth in Q4 2016 and has held it in 8 quarters since.
Biegel & Waller's UnitedHealth position peaked at $1.07M in Q3 2018.
1,932 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.