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Divergent Wealth Advisors’s UnitedHealth UNH Stock Holding History

Divergent Wealth 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 		– Sell
-25
Closed -$7K – 118
2018
Q3 		$7K Hold
25
– – ﹤0.01% 115
2018
Q2 		$6K Sell
25
-17
-40% -$4.08K ﹤0.01% 114
2018
Q1 		$9K Buy
+42
New +$9.59K ﹤0.01% 112

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Divergent Wealth Advisors's UNH Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of UnitedHealth (UNH) in Q4 2018, closing a stake of 25 shares — an estimated $7K sold.

Divergent Wealth Advisors first reported a position in UNH in Q1 2018 and held it in 3 quarters. The position peaked at $9K in Q1 2018. 1,920 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining UnitedHealth position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 25 UnitedHealth shares in Q4 2018, an estimated $7K.
  • Divergent Wealth Advisors first reported a position in UnitedHealth in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's UnitedHealth position peaked at $9K in Q1 2018.
  • 1,920 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.