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Capstone Financial Group’s UnitedHealth UNH Stock Holding History

Capstone Financial Group’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 		$80K Hold
256
– – 0.06% 111
2020
Q2 		$76K Sell
256
-245
-49% -$70.2K 0.06% 106
2020
Q1 		$125K Buy
501
+1
+0.2% +$275 0.13% 88
2019
Q4 		$147K Buy
+500
New +$131K 0.14% 88

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capstone Financial Group's UNH Position: Q3 2020 in Review

Capstone Financial Group held its UnitedHealth (UNH) position steady in Q3 2020 at 256 shares worth $80K. The position accounts for 0.06% of the portfolio, ranked #111.

Capstone Financial Group first reported a position in UNH in Q4 2019 and has held it in 4 quarters since. The position peaked at $147K in Q4 2019. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

  • Capstone Financial Group held 256 shares of UnitedHealth worth $80K as of Q3 2020.
  • Capstone Financial Group left its UnitedHealth share count unchanged in Q3 2020.
  • UnitedHealth made up 0.06% of Capstone Financial Group's portfolio in Q3 2020, its #111 holding.
  • Capstone Financial Group first reported a position in UnitedHealth in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's UnitedHealth position peaked at $147K in Q4 2019.
  • 2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.