Blue Chip Wealth Management’s UnitedHealth UNH Stock Holding History

Blue Chip 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 Q3	$2.51M	Buy	8,055 +43	+0.5%	+$13.2K	1.98%	12
2020 Q2	$2.36M	Buy	8,012 +236	+3%	+$67.6K	2.24%	11
2020 Q1	$1.94M	Sell	7,776 -1,731	-18%	-$476K	2.42%	10
2019 Q4	$2.79M	Sell	9,507 -18	-0.2%	-$4.71K	2.59%	7
2019 Q3	$2.07M	Buy	9,525 +244	+3%	+$58.9K	2.16%	13
2019 Q2	$2.27M	Buy	9,281 +179	+2%	+$43.1K	2.39%	9
2019 Q1	$2.25M	Sell	9,102 -189	-2%	-$48.2K	2.55%	8
2018 Q4	$2.31M	Sell	9,291 -249	-3%	-$65.8K	3.04%	7
2018 Q3	$2.54M	Buy	9,540 +300	+3%	+$78K	2.56%	8
2018 Q2	$2.27M	Buy	9,240 +336	+4%	+$80.7K	2.46%	8
2018 Q1	$1.91M	Buy	+8,904	New	+$2.03M	1.95%	13

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

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

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

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

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

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

Blue Chip Wealth Management's UNH Position: Q3 2020 in Review

Blue Chip Wealth Management increased its UnitedHealth (UNH) stake by 0.54% in Q3 2020, buying an estimated $13.2K and bringing the position to 8,055 shares worth $2.51M. The position accounts for 1.98% of the portfolio, ranked #12.

Blue Chip Wealth Management first reported a position in UNH in Q1 2018 and has held it in 11 quarters since. The position peaked at $2.79M in Q4 2019. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

Blue Chip Wealth Management held 8,055 shares of UnitedHealth worth $2.51M as of Q3 2020.
Blue Chip Wealth Management bought 43 UnitedHealth shares in Q3 2020, an estimated $13.2K.
UnitedHealth made up 1.98% of Blue Chip Wealth Management's portfolio in Q3 2020, its #12 holding.
Blue Chip Wealth Management first reported a position in UnitedHealth in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's UnitedHealth position peaked at $2.79M in Q4 2019.
2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.