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Fiduciary Financial Services of The Southwest’s UnitedHealth UNH Stock Holding History

Fiduciary Financial Services of The Southwest’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
Q4 		$4.53M Sell
15,408
-808
-5% -$211K 1.18% 29
2019
Q3 		$3.52M Sell
16,216
-621
-4% -$150K 0.94% 35
2019
Q2 		$4.11M Sell
16,837
-1,278
-7% -$307K 1.16% 31
2019
Q1 		$4.48M Buy
18,115
+5,261
+41% +$1.34M 1.3% 28
2018
Q4 		$3.2M Buy
12,854
+2,150
+20% +$568K 1.01% 33
2018
Q3 		$2.85M Hold
10,704
– – 0.79% 40
2018
Q2 		$2.63M Buy
10,704
+65
+0.6% +$15.6K 0.8% 41
2018
Q1 		$2.28M Sell
10,639
-58
-0.5% -$13.2K 0.7% 47
2017
Q4 		$2.36M Sell
10,697
-188
-2% -$39.8K 0.69% 47
2017
Q3 		$2.13M Buy
10,885
+297
+3% +$57.4K 0.64% 48
2017
Q2 		$1.96M Buy
10,588
+494
+5% +$86.6K 0.61% 54
2017
Q1 		$1.66M Buy
10,094
+190
+2% +$31.1K 0.53% 64
2016
Q4 		$1.58M Buy
9,904
+181
+2% +$27K 0.52% 60
2016
Q3 		$1.36M Sell
9,723
-203
-2% -$28.4K 0.44% 71
2016
Q2 		$1.4M Sell
9,926
-145
-1% -$19.3K 0.45% 64
2016
Q1 		$1.3M Sell
10,071
-118
-1% -$14K 0.46% 66
2015
Q4 		$1.2M Sell
10,189
-130
-1% -$15.2K 0.43% 69
2015
Q3 		$1.2M Buy
10,319
+902
+10% +$108K 0.42% 68
2015
Q2 		$1.15M Buy
9,417
+4,377
+87% +$518K 0.35% 82
2015
Q1 		$596K Buy
5,040
+2,333
+86% +$259K 0.17% 114
2014
Q4 		$274K Buy
+2,707
New +$257K 0.08% 145

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 $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's UNH Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its UnitedHealth (UNH) stake by 5% in Q4 2019, selling an estimated $211K and leaving 15,408 shares worth $4.53M. The position accounts for 1.18% of the portfolio, ranked #29.

Fiduciary Financial Services of The Southwest first reported a position in UNH in Q4 2014 and has held it in 21 quarters since. 2,162 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 15,408 shares of UnitedHealth worth $4.53M as of Q4 2019.
  • Fiduciary Financial Services of The Southwest sold 808 UnitedHealth shares in Q4 2019, an estimated $211K.
  • UnitedHealth made up 1.18% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #29 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in UnitedHealth in Q4 2014 and has held it in 21 quarters since.
  • 2,162 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.