Clarfeld Financial Advisors’s UnitedHealth UNH Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$101K	Buy	+404	New	+$107K	0.08%	66

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Clarfeld Financial Advisors's UNH Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in UnitedHealth (UNH) in Q4 2018: 404 shares worth $101K. The stake represents 0.08% of the portfolio and ranks #66 among its holdings.

1,921 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

Clarfeld Financial Advisors held 404 shares of UnitedHealth worth $101K as of Q4 2018.
UnitedHealth was a new Clarfeld Financial Advisors position in Q4 2018.
UnitedHealth made up 0.08% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #66 holding.
1,921 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.