Financial Advantage’s UnitedHealth UNH Stock Holding History

Financial Advantage’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 Q4	–	Sell	-90	Closed	-$28K	–	119
2020 Q3	$28K	Hold	90	–	–	0.03%	76
2020 Q2	$26K	Hold	90	–	–	0.02%	82
2020 Q1	$22K	Hold	90	–	–	0.02%	77
2019 Q4	$26K	Hold	90	–	–	0.02%	76
2019 Q3	$19K	Buy	+90	New	+$21.7K	0.01%	119
2014 Q1	–	Sell	-12,904	Closed	-$972K	–	194
2013 Q4	$972K	Buy	12,904 +1	+0%	+$72	0.82%	21
2013 Q3	$924K	Hold	12,903	–	–	0.8%	21
2013 Q2	$845K	Buy	+12,903	New	+$803K	0.73%	22

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Advantage's UNH Position: Q4 2020 in Review

Financial Advantage sold out of UnitedHealth (UNH) in Q4 2020, closing a stake of 90 shares — an estimated $28K sold.

Financial Advantage first reported a position in UNH in Q2 2013 and held it in 8 quarters. The position peaked at $972K in Q4 2013. 2,466 funds tracked by Wall St. Rank hold UNH as of Q4 2020.

Financial Advantage reported no remaining UnitedHealth position as of Q4 2020 after selling out during the quarter.
Financial Advantage sold 90 UnitedHealth shares in Q4 2020, an estimated $28K.
Financial Advantage first reported a position in UnitedHealth in Q2 2013 and held it in 8 quarters.
Financial Advantage's UnitedHealth position peaked at $972K in Q4 2013.
2,466 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2020.

Based on Financial Advantage's 13F filing for Q4 2020, filed 10 Feb 2021.