HWM
UNH icon

Highwater Wealth Management’s UnitedHealth UNH Stock Holding History

Highwater Wealth Management’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
Q1 		– Sell
-860
Closed -$214K – 31
2018
Q4 		$214K Buy
+860
New +$227K 1% 29
2018
Q1 		– Sell
-1,025
Closed -$226K – 38
2017
Q4 		$226K Sell
1,025
-43
-4% -$9.11K 0.48% 37
2017
Q3 		$209K Sell
1,068
-202
-16% -$39K 0.5% 41
2017
Q2 		$235K Buy
+1,270
New +$223K 0.57% 41

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Highwater Wealth Management's UNH Position: Q1 2019 in Review

Highwater Wealth Management sold out of UnitedHealth (UNH) in Q1 2019, closing a stake of 860 shares — an estimated $214K sold.

Highwater Wealth Management first reported a position in UNH in Q2 2017 and held it in 4 quarters. The position peaked at $235K in Q2 2017. 1,943 funds tracked by Wall St. Rank hold UNH as of Q1 2019.

  • Highwater Wealth Management reported no remaining UnitedHealth position as of Q1 2019 after selling out during the quarter.
  • Highwater Wealth Management sold 860 UnitedHealth shares in Q1 2019, an estimated $214K.
  • Highwater Wealth Management first reported a position in UnitedHealth in Q2 2017 and held it in 4 quarters.
  • Highwater Wealth Management's UnitedHealth position peaked at $235K in Q2 2017.
  • 1,943 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2019.

Based on Highwater Wealth Management's 13F filing for Q1 2019, filed 16 Apr 2019.