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Cobiz Wealth’s UnitedHealth UNH Stock Holding History

Cobiz 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
2019
Q2 		$7.49M Sell
30,712
-1,712
-5% -$412K 1.48% 25
2019
Q1 		$8.02M Sell
32,424
-337
-1% -$85.9K 1.54% 22
2018
Q4 		$8.16M Buy
32,761
+558
+2% +$147K 1.79% 15
2018
Q3 		$8.57M Sell
32,203
-151
-0.5% -$39.3K 1.65% 18
2018
Q2 		$7.94M Buy
32,354
+69
+0.2% +$16.6K 1.61% 17
2018
Q1 		$6.91M Buy
32,285
+276
+0.9% +$63K 1.46% 22
2017
Q4 		$7.06M Sell
32,009
-687
-2% -$146K 1.47% 21
2017
Q3 		$6.4M Sell
32,696
-193
-0.6% -$37.3K 1.4% 23
2017
Q2 		$6.1M Sell
32,889
-1,269
-4% -$223K 1.36% 24
2017
Q1 		$5.6M Sell
34,158
-7,992
-19% -$1.31M 1.25% 29
2016
Q4 		$6.75M Sell
42,150
-70
-0.2% -$10.5K 1.59% 14
2016
Q3 		$5.91M Sell
42,220
-687
-2% -$96.2K 1.42% 21
2016
Q2 		$6.06M Sell
42,907
-1,784
-4% -$238K 1.53% 16
2016
Q1 		$5.76M Sell
44,691
-12,636
-22% -$1.49M 1.41% 24
2015
Q4 		$6.74M Buy
57,327
+82
+0.1% +$9.58K 1.59% 18
2015
Q3 		$6.64M Sell
57,245
-420
-0.7% -$50.3K 1.61% 12
2015
Q2 		$7.04M Sell
57,665
-1,035
-2% -$122K 1.57% 16
2015
Q1 		$6.94M Buy
58,700
+5,724
+11% +$636K 1.55% 16
2014
Q4 		$5.36M Buy
+52,976
New +$5.02M 1.23% 44
2013
Q3 		– Sell
-300
Closed -$20K – 336
2013
Q2 		$20K Buy
+300
New +$18.7K 0.01% 233

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cobiz Wealth's UNH Position: Q2 2019 in Review

Cobiz Wealth reduced its UnitedHealth (UNH) stake by 5.3% in Q2 2019, selling an estimated $412K and leaving 30,712 shares worth $7.49M. The position accounts for 1.48% of the portfolio, ranked #25.

Cobiz Wealth first reported a position in UNH in Q2 2013 and has held it in 20 quarters since. The position peaked at $8.57M in Q3 2018. 1,965 funds tracked by Wall St. Rank hold UNH as of Q2 2019.

  • Cobiz Wealth held 30,712 shares of UnitedHealth worth $7.49M as of Q2 2019.
  • Cobiz Wealth sold 1,712 UnitedHealth shares in Q2 2019, an estimated $412K.
  • UnitedHealth made up 1.48% of Cobiz Wealth's portfolio in Q2 2019, its #25 holding.
  • Cobiz Wealth first reported a position in UnitedHealth in Q2 2013 and has held it in 20 quarters since.
  • Cobiz Wealth's UnitedHealth position peaked at $8.57M in Q3 2018.
  • 1,965 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2019.

Based on Cobiz Wealth's 13F filing for Q2 2019, filed 8 Jul 2019.