EWP
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Engrave Wealth Partners’s UnitedHealth UNH Stock Holding History

Engrave Wealth Partners’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 		– Sell
-266
Closed -$78K – 401
2020
Q2 		$78K Buy
266
+46
+21% +$13.2K 0.07% 85
2020
Q1 		$54K Sell
220
-66
-23% -$18.2K 0.06% 89
2019
Q4 		$84K Buy
+286
New +$74.8K 0.08% 88

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
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

Engrave Wealth Partners's UNH Position: Q3 2020 in Review

Engrave Wealth Partners sold out of UnitedHealth (UNH) in Q3 2020, closing a stake of 266 shares — an estimated $78K sold.

Engrave Wealth Partners first reported a position in UNH in Q4 2019 and held it in 3 quarters. The position peaked at $84K in Q4 2019. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

  • Engrave Wealth Partners reported no remaining UnitedHealth position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 266 UnitedHealth shares in Q3 2020, an estimated $78K.
  • Engrave Wealth Partners first reported a position in UnitedHealth in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's UnitedHealth position peaked at $84K in Q4 2019.
  • 2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.