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Cornerstone Advisors (Washington)’s UnitedHealth UNH Stock Holding History

Cornerstone Advisors (Washington)’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
-2,272
Closed -$554K – 1342
2019
Q2 		$554K Buy
2,272
+174
+8% +$41.9K 0.05% 48
2019
Q1 		$519K Buy
2,098
+452
+27% +$115K 0.05% 54
2018
Q4 		$410K Buy
1,646
+121
+8% +$32K 0.07% 60
2018
Q3 		$406K Buy
1,525
+131
+9% +$34.1K 0.26% 61
2018
Q2 		$342K Buy
1,394
+118
+9% +$28.3K 0.23% 70
2018
Q1 		$273K Sell
1,276
-388
-23% -$88.6K 0.19% 80
2017
Q4 		$367K Hold
1,664
– – 0.24% 59
2017
Q3 		$326K Buy
1,664
+57
+4% +$11K 0.22% 67
2017
Q2 		$298K Sell
1,607
-92
-5% -$16.1K 0.17% 68
2017
Q1 		$279K Sell
1,699
-19
-1% -$3.11K 0.15% 72
2016
Q4 		$275K Buy
1,718
+124
+8% +$18.5K 0.23% 67
2016
Q3 		$223K Buy
1,594
+748
+88% +$105K 0.19% 72
2016
Q2 		$119K Hold
846
– – 0.12% 92
2016
Q1 		$109K Sell
846
-32
-4% -$3.79K 0.11% 107
2015
Q4 		$103K Sell
878
-109
-11% -$12.7K 0.11% 119
2015
Q3 		$115K Buy
987
+144
+17% +$17.2K 0.1% 133
2015
Q2 		$103K Sell
843
-28
-3% -$3.31K 0.08% 131
2015
Q1 		$103K Buy
871
+201
+30% +$22.3K 0.08% 140
2014
Q4 		$68K Buy
670
+29
+5% +$2.75K 0.05% 161
2014
Q3 		$55K Sell
641
-18
-3% -$1.52K 0.05% 73
2014
Q2 		$54K Buy
659
+20
+3% +$1.57K 0.05% 88
2014
Q1 		$52K Buy
+639
New +$48.1K 0.06% 75

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornerstone Advisors (Washington)'s UNH Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of UnitedHealth (UNH) in Q3 2019, closing a stake of 2,272 shares — an estimated $554K sold.

Cornerstone Advisors (Washington) first reported a position in UNH in Q1 2014 and held it in 22 quarters. The position peaked at $554K in Q2 2019. 1,932 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining UnitedHealth position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 2,272 UnitedHealth shares in Q3 2019, an estimated $554K.
  • Cornerstone Advisors (Washington) first reported a position in UnitedHealth in Q1 2014 and held it in 22 quarters.
  • Cornerstone Advisors (Washington)'s UnitedHealth position peaked at $554K in Q2 2019.
  • 1,932 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.