Confluence Wealth Management’s UnitedHealth UNH Stock Holding History

Confluence Wealth 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
2020 Q3	$709K	Buy	3,262 +30	+0.9%	+$9.21K	0.35%	66
2020 Q2	$953K	Buy	3,232 +679	+27%	+$195K	0.45%	56
2020 Q1	$637K	Sell	2,553 -692	-21%	-$190K	0.36%	64
2019 Q4	$954K	Sell	3,245 -17	-0.5%	-$4.45K	0.44%	52
2019 Q3	$709K	Sell	3,262 -79	-2%	-$19.1K	0.35%	66
2019 Q2	$815K	Sell	3,341 -48	-1%	-$11.5K	0.4%	59
2019 Q1	$838K	Buy	3,389 +821	+32%	+$209K	0.42%	58
2018 Q4	$640K	Buy	+2,568	New	+$678K	0.36%	66

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

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

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

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

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

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

Confluence Wealth Management's UNH Position: Q3 2020 in Review

Confluence Wealth Management increased its UnitedHealth (UNH) stake by 0.93% in Q3 2020, buying an estimated $9.21K and bringing the position to 3,262 shares worth $709K. The position accounts for 0.35% of the portfolio, ranked #66.

Confluence Wealth Management first reported a position in UNH in Q4 2018 and has held it in 8 quarters since. The position peaked at $954K in Q4 2019. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

Confluence Wealth Management held 3,262 shares of UnitedHealth worth $709K as of Q3 2020.
Confluence Wealth Management bought 30 UnitedHealth shares in Q3 2020, an estimated $9.21K.
UnitedHealth made up 0.35% of Confluence Wealth Management's portfolio in Q3 2020, its #66 holding.
Confluence Wealth Management first reported a position in UnitedHealth in Q4 2018 and has held it in 8 quarters since.
Confluence Wealth Management's UnitedHealth position peaked at $954K in Q4 2019.
2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Confluence Wealth Management's 13F filing for Q3 2020, filed 26 Oct 2020.