Global Financial Private Capital’s UnitedHealth UNH Stock Holding History

Global Financial Private Capital’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 Q2	$5.32M	Sell	18,049 -37	-0.2%	-$10.6K	0.33%	82
2020 Q1	$4.51M	Sell	18,086 -1,626	-8%	-$447K	0.29%	96
2019 Q4	$5.79M	Sell	19,712 -910	-4%	-$238K	0.29%	93
2019 Q3	$4.48M	Sell	20,622 -1,964	-9%	-$474K	0.23%	110
2019 Q2	$5.51M	Buy	22,586 +10,668	+90%	+$2.57M	0.27%	100
2019 Q1	$2.95M	Sell	11,918 -2,397	-17%	-$611K	0.14%	151
2018 Q4	$3.57M	Sell	14,315 -6,289	-31%	-$1.66M	0.19%	115
2018 Q3	$5.48M	Buy	20,604 +2,992	+17%	+$778K	0.2%	108
2018 Q2	$4.32M	Buy	17,612 +760	+5%	+$182K	0.15%	119
2018 Q1	$3.61M	Sell	16,852 -1,534	-8%	-$350K	0.13%	135
2017 Q4	$4.05M	Buy	18,386 +2,212	+14%	+$469K	0.14%	106
2017 Q3	$3.17M	Buy	16,174 +3,940	+32%	+$761K	0.11%	112
2017 Q2	$2.27M	Buy	12,234 +826	+7%	+$145K	0.11%	97
2017 Q1	$1.87M	Buy	+11,408	New	+$1.87M	0.09%	109

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

Global Financial Private Capital's UNH Position: Q2 2020 in Review

Global Financial Private Capital reduced its UnitedHealth (UNH) stake by 0.2% in Q2 2020, selling an estimated $10.6K and leaving 18,049 shares worth $5.32M. The position accounts for 0.33% of the portfolio, ranked #82.

Global Financial Private Capital first reported a position in UNH in Q1 2017 and has held it in 14 quarters since. The position peaked at $5.79M in Q4 2019. 2,209 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

Global Financial Private Capital held 18,049 shares of UnitedHealth worth $5.32M as of Q2 2020.
Global Financial Private Capital sold 37 UnitedHealth shares in Q2 2020, an estimated $10.6K.
UnitedHealth made up 0.33% of Global Financial Private Capital's portfolio in Q2 2020, its #82 holding.
Global Financial Private Capital first reported a position in UnitedHealth in Q1 2017 and has held it in 14 quarters since.
Global Financial Private Capital's UnitedHealth position peaked at $5.79M in Q4 2019.
2,209 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.