Concorde Asset Management’s UnitedHealth UNH Stock Holding History

Concorde Asset Management’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 Q3	–	Sell	-3,103	Closed	-$758K	–	215
2019 Q2	$758K	Buy	+3,103	New	+$746K	0.44%	74
2016 Q3	–	Sell	-2,928	Closed	-$414K	–	141
2016 Q2	$414K	Sell	2,928 -153	-5%	-$20.4K	0.41%	57
2016 Q1	$398K	Sell	3,081 -248	-7%	-$29.3K	0.46%	57
2015 Q4	$392K	Sell	3,329 -16	-0.5%	-$1.87K	0.44%	62
2015 Q3	$388K	Buy	+3,345	New	+$400K	0.66%	49

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concorde Asset Management's UNH Position: Q3 2019 in Review

Concorde Asset Management sold out of UnitedHealth (UNH) in Q3 2019, closing a stake of 3,103 shares — an estimated $758K sold.

Concorde Asset Management first reported a position in UNH in Q3 2015 and held it in 5 quarters. The position peaked at $758K in Q2 2019. 1,931 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

Concorde Asset Management reported no remaining UnitedHealth position as of Q3 2019 after selling out during the quarter.
Concorde Asset Management sold 3,103 UnitedHealth shares in Q3 2019, an estimated $758K.
Concorde Asset Management first reported a position in UnitedHealth in Q3 2015 and held it in 5 quarters.
Concorde Asset Management's UnitedHealth position peaked at $758K in Q2 2019.
1,931 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Concorde Asset Management's 13F filing for Q3 2019, filed 28 Oct 2019.