CA Family Wealth’s UnitedHealth UNH Stock Holding History

CA Family Wealth’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 Q1	–	Sell	-1,157	Closed	-$340K	–	126
2019 Q4	$340K	Buy	+1,157	New	+$303K	0.23%	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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

CA Family Wealth's UNH Position: Q1 2020 in Review

CA Family Wealth sold out of UnitedHealth (UNH) in Q1 2020, closing a stake of 1,157 shares — an estimated $340K sold.

CA Family Wealth first reported a position in UNH in Q4 2019 and held it in 1 quarter. The position peaked at $340K in Q4 2019. 2,120 funds tracked by Wall St. Rank hold UNH as of Q1 2020.

CA Family Wealth reported no remaining UnitedHealth position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 1,157 UnitedHealth shares in Q1 2020, an estimated $340K.
CA Family Wealth first reported a position in UnitedHealth in Q4 2019 and held it in 1 quarter.
CA Family Wealth's UnitedHealth position peaked at $340K in Q4 2019.
2,120 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.