BCWM
UNH icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return