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Brewin Dolphin Wealth Management’s UnitedHealth UNH Stock Holding History

Brewin Dolphin 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
Q4 		– Sell
-22
Closed -$6.86K – 317
2020
Q3 		$6.86K Sell
22
-78
-78% -$24K ﹤0.01% 246
2020
Q2 		$29.5K Buy
+100
New +$28.7K 0.01% 186

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brewin Dolphin Wealth Management's UNH Position: Q4 2020 in Review

Brewin Dolphin Wealth Management sold out of UnitedHealth (UNH) in Q4 2020, closing a stake of 22 shares — an estimated $6.86K sold.

Brewin Dolphin Wealth Management first reported a position in UNH in Q2 2020 and held it in 2 quarters. The position peaked at $29.5K in Q2 2020. 2,466 funds tracked by Wall St. Rank hold UNH as of Q4 2020.

  • Brewin Dolphin Wealth Management reported no remaining UnitedHealth position as of Q4 2020 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 22 UnitedHealth shares in Q4 2020, an estimated $6.86K.
  • Brewin Dolphin Wealth Management first reported a position in UnitedHealth in Q2 2020 and held it in 2 quarters.
  • Brewin Dolphin Wealth Management's UnitedHealth position peaked at $29.5K in Q2 2020.
  • 2,466 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2020, filed 9 Nov 2023.