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Catalyst Private Wealth’s UnitedHealth UNH Stock Holding History

Catalyst Private 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
Q4 		– Sell
-234
Closed -$73K – 267
2020
Q3 		$73K Buy
+234
New +$71.9K 0.07% 97

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

Catalyst Private Wealth's UNH Position: Q4 2020 in Review

Catalyst Private Wealth sold out of UnitedHealth (UNH) in Q4 2020, closing a stake of 234 shares — an estimated $73K sold.

Catalyst Private Wealth first reported a position in UNH in Q3 2020 and held it in 1 quarter. The position peaked at $73K in Q3 2020. 2,467 funds tracked by Wall St. Rank hold UNH as of Q4 2020.

  • Catalyst Private Wealth reported no remaining UnitedHealth position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 234 UnitedHealth shares in Q4 2020, an estimated $73K.
  • Catalyst Private Wealth first reported a position in UnitedHealth in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's UnitedHealth position peaked at $73K in Q3 2020.
  • 2,467 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.