Gantzert Investment Company’s UnitedHealth UNH Stock Holding History

Gantzert Investment Company’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	$2.69M	Buy	8,638 +375	+5%	+$115K	2.43%	17
2020 Q2	$2.44M	Buy	8,263 +245	+3%	+$70.2K	2.39%	19
2020 Q1	$2M	Buy	8,018 +30	+0.4%	+$8.26K	2.15%	22
2019 Q4	$2.35M	Buy	7,988 +290	+4%	+$75.9K	2.14%	24
2019 Q3	$1.67M	Buy	7,698 +275	+4%	+$66.4K	1.64%	34
2019 Q2	$1.81M	Buy	7,423 +75	+1%	+$18K	1.79%	32
2019 Q1	$1.82M	Sell	7,348 -65	-0.9%	-$16.6K	1.84%	32
2018 Q4	$1.85M	Buy	+7,413	New	+$1.96M	2.06%	27

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $645B AUM 30.41% 1-Year Est. Return

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

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

Gantzert Investment Company's UNH Position: Q3 2020 in Review

Gantzert Investment Company increased its UnitedHealth (UNH) stake by 4.5% in Q3 2020, buying an estimated $115K and bringing the position to 8,638 shares worth $2.69M. The position accounts for 2.43% of the portfolio, ranked #17.

Gantzert Investment Company first reported a position in UNH in Q4 2018 and has held it in 8 quarters since. 2,239 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

Gantzert Investment Company held 8,638 shares of UnitedHealth worth $2.69M as of Q3 2020.
Gantzert Investment Company bought 375 UnitedHealth shares in Q3 2020, an estimated $115K.
UnitedHealth made up 2.43% of Gantzert Investment Company's portfolio in Q3 2020, its #17 holding.
Gantzert Investment Company first reported a position in UnitedHealth in Q4 2018 and has held it in 8 quarters since.
2,239 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Gantzert Investment Company's 13F filing for Q3 2020, filed 7 Oct 2020.