First Allied Advisory Services’s UnitedHealth UNH Stock Holding History

First Allied Advisory Services’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	$8.2M	Buy	26,285 +340	+1%	+$104K	0.28%	80
2020 Q2	$7.65M	Sell	25,945 -767	-3%	-$220K	0.28%	81
2020 Q1	$6.66M	Buy	26,712 +1,980	+8%	+$545K	0.29%	79
2019 Q4	$7.27M	Sell	24,732 -1,069	-4%	-$280K	0.25%	103
2019 Q3	$5.61M	Buy	25,801 +2,433	+10%	+$587K	0.2%	120
2019 Q2	$5.7M	Buy	23,368 +3,631	+18%	+$873K	0.2%	123
2019 Q1	$4.87M	Sell	19,737 -512	-3%	-$131K	0.17%	154
2018 Q4	$5.02M	Sell	20,249 -387	-2%	-$102K	0.2%	127
2018 Q3	$5.5M	Buy	20,636 +1,961	+11%	+$510K	0.19%	139
2018 Q2	$4.58M	Buy	18,675 +3,443	+23%	+$827K	0.17%	149
2018 Q1	$3.26M	Buy	15,232 +333	+2%	+$76.1K	0.13%	190
2017 Q4	$3.29M	Sell	14,899 -1,165	-7%	-$247K	0.13%	182
2017 Q3	$3.16M	Sell	16,064 -1,189	-7%	-$230K	0.14%	178
2017 Q2	$3.2M	Sell	17,253 -330	-2%	-$57.9K	0.14%	170
2017 Q1	$2.88M	Buy	17,583 +248	+1%	+$40.6K	0.15%	152
2016 Q4	$2.77M	Buy	17,335 +1,007	+6%	+$150K	0.14%	169
2016 Q3	$2.29M	Sell	16,328 -575	-3%	-$80.5K	0.12%	195
2016 Q2	$2.39M	Buy	16,903 +311	+2%	+$41.5K	0.13%	177
2016 Q1	$2.14M	Sell	16,592 -2,606	-14%	-$308K	0.12%	192
2015 Q4	$2.25M	Sell	19,198 -4,034	-17%	-$471K	0.12%	200
2015 Q3	$2.69M	Sell	23,232 -389	-2%	-$46.6K	0.15%	163
2015 Q2	$2.88M	Buy	23,621 +2,962	+14%	+$350K	0.13%	193
2015 Q1	$2.44M	Sell	20,659 -506	-2%	-$56.2K	0.16%	163
2014 Q4	$2.13M	Buy	21,165 +1,665	+9%	+$158K	0.16%	164
2014 Q3	$1.69M	Sell	19,500 -486	-2%	-$41.1K	0.13%	188
2014 Q2	$1.63M	Buy	19,986 +233	+1%	+$18.3K	0.12%	204
2014 Q1	$1.61M	Buy	19,753 +2,895	+17%	+$218K	0.12%	198
2013 Q4	$1.27M	Sell	16,858 -374	-2%	-$26.9K	0.1%	231
2013 Q3	$1.23M	Buy	17,232 +1,031	+6%	+$73.8K	0.07%	262
2013 Q2	$1.06M	Buy	+16,201	New	+$1.01M	0.08%	255

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 $2.3T AUM 54.33% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $1.81T AUM 41.13% 1-Year Est. Return

First Allied Advisory Services's UNH Position: Q3 2020 in Review

First Allied Advisory Services increased its UnitedHealth (UNH) stake by 1.3% in Q3 2020, buying an estimated $104K and bringing the position to 26,285 shares worth $8.2M. The position accounts for 0.28% of the portfolio, ranked #80.

First Allied Advisory Services first reported a position in UNH in Q2 2013 and has held it in 30 quarters since. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

First Allied Advisory Services held 26,285 shares of UnitedHealth worth $8.2M as of Q3 2020.
First Allied Advisory Services bought 340 UnitedHealth shares in Q3 2020, an estimated $104K.
UnitedHealth made up 0.28% of First Allied Advisory Services's portfolio in Q3 2020, its #80 holding.
First Allied Advisory Services first reported a position in UnitedHealth in Q2 2013 and has held it in 30 quarters since.
2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.