Fiduciary Trust International of Pennsylvania’s UnitedHealth UNH Stock Holding History

Fiduciary Trust International of Pennsylvania’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 Q1	$6.67M	Buy	26,736 +478	+2%	+$132K	0.31%	88
2019 Q4	$7.72M	Sell	26,258 -1,969	-7%	-$515K	0.29%	84
2019 Q3	$6.13M	Buy	28,227 +966	+4%	+$233K	0.24%	109
2019 Q2	$6.65M	Sell	27,261 -18,630	-41%	-$4.48M	0.27%	99
2019 Q1	$11.3M	Sell	45,891 -10,493	-19%	-$2.68M	0.48%	53
2018 Q4	$14M	Sell	56,384 -9,690	-15%	-$2.56M	0.7%	42
2018 Q3	$17.6M	Buy	66,074 +1,926	+3%	+$501K	0.73%	41
2018 Q2	$15.7M	Buy	64,148 +1,485	+2%	+$357K	0.71%	42
2018 Q1	$13.4M	Sell	62,663 -9,261	-13%	-$2.12M	0.62%	48
2017 Q4	$15.9M	Sell	71,924 -3,071	-4%	-$651K	0.71%	40
2017 Q3	$14.7M	Sell	74,995 -33	-0%	-$6.38K	0.71%	40
2017 Q2	$13.9M	Buy	75,028 +6,916	+10%	+$1.21M	0.69%	38
2017 Q1	$11.2M	Buy	68,112 +290	+0.4%	+$47.5K	0.84%	32
2016 Q4	$10.9M	Buy	67,822 +2,560	+4%	+$382K	0.86%	32
2016 Q3	$9.14M	Buy	65,262 +6,519	+11%	+$913K	0.74%	40
2016 Q2	$8.29M	Buy	58,743 +6,289	+12%	+$839K	0.67%	45
2016 Q1	$6.76M	Buy	52,454 +42,032	+403%	+$4.97M	0.57%	56
2015 Q4	$1.23M	Sell	10,422 -675	-6%	-$78.9K	0.1%	136
2015 Q3	$1.29M	Sell	11,097 -501	-4%	-$60K	0.12%	128
2015 Q2	$1.42M	Buy	11,598 +530	+5%	+$62.7K	0.08%	186
2015 Q1	$1.31M	Buy	11,068 +802	+8%	+$89.1K	0.08%	166
2014 Q4	$1.04M	Buy	10,266 +65	+0.6%	+$6.16K	0.07%	178
2014 Q3	$880K	Buy	10,201 +80	+0.8%	+$6.76K	0.06%	194
2014 Q2	$827K	Buy	10,121 +70	+0.7%	+$5.51K	0.06%	192
2014 Q1	$824K	Buy	10,051 +100	+1%	+$7.53K	0.06%	194
2013 Q4	$749K	Buy	9,951 +400	+4%	+$28.7K	0.06%	199
2013 Q3	$684K	Buy	9,551 +52	+0.5%	+$3.72K	0.06%	197
2013 Q2	$622K	Buy	+9,499	New	+$591K	0.05%	195

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Fiduciary Trust International of Pennsylvania's UNH Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania increased its UnitedHealth (UNH) stake by 1.8% in Q1 2020, buying an estimated $132K and bringing the position to 26,736 shares worth $6.67M. The position accounts for 0.31% of the portfolio, ranked #88.

Fiduciary Trust International of Pennsylvania first reported a position in UNH in Q2 2013 and has held it in 28 quarters since. The position peaked at $17.6M in Q3 2018. 2,121 funds tracked by Wall St. Rank hold UNH as of Q1 2020.

Fiduciary Trust International of Pennsylvania held 26,736 shares of UnitedHealth worth $6.67M as of Q1 2020.
Fiduciary Trust International of Pennsylvania bought 478 UnitedHealth shares in Q1 2020, an estimated $132K.
UnitedHealth made up 0.31% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #88 holding.
Fiduciary Trust International of Pennsylvania first reported a position in UnitedHealth in Q2 2013 and has held it in 28 quarters since.
Fiduciary Trust International of Pennsylvania's UnitedHealth position peaked at $17.6M in Q3 2018.
2,121 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.