Guidant Wealth Advisors’s UnitedHealth UNH Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$24K	Hold	112	–	–	0.01%	216
2019 Q2	$27K	Hold	112	–	–	0.01%	208
2019 Q1	$28K	Buy	112 +12	+12%	+$3.06K	0.01%	206
2018 Q4	$24K	Sell	100 -12	-11%	-$3.17K	0.01%	155
2018 Q3	$30K	Hold	112	–	–	0.01%	103
2018 Q2	$27K	Hold	112	–	–	0.01%	102
2018 Q1	$24K	Buy	112 +12	+12%	+$2.74K	0.01%	104
2017 Q4	$22K	Buy	+100	New	+$21.2K	0.01%	111

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

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

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

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

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

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

Guidant Wealth Advisors's UNH Position: Q3 2019 in Review

Guidant Wealth Advisors held its UnitedHealth (UNH) position steady in Q3 2019 at 112 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #216.

Guidant Wealth Advisors first reported a position in UNH in Q4 2017 and has held it in 8 quarters since. The position peaked at $30K in Q3 2018. 1,931 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

Guidant Wealth Advisors held 112 shares of UnitedHealth worth $24K as of Q3 2019.
Guidant Wealth Advisors left its UnitedHealth share count unchanged in Q3 2019.
UnitedHealth made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #216 holding.
Guidant Wealth Advisors first reported a position in UnitedHealth in Q4 2017 and has held it in 8 quarters since.
Guidant Wealth Advisors's UnitedHealth position peaked at $30K in Q3 2018.
1,931 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.