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Hillcrest Wealth Advisors’s UnitedHealth UNH Stock Holding History

Hillcrest 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
2020
Q4 		– Sell
-3,028
Closed -$944K – 59
2020
Q3 		$944K Buy
+3,028
New +$930K 0.67% 30

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillcrest Wealth Advisors's UNH Position: Q4 2020 in Review

Hillcrest Wealth Advisors sold out of UnitedHealth (UNH) in Q4 2020, closing a stake of 3,028 shares — an estimated $944K sold.

Hillcrest Wealth Advisors first reported a position in UNH in Q3 2020 and held it in 1 quarter. The position peaked at $944K in Q3 2020. 2,466 funds tracked by Wall St. Rank hold UNH as of Q4 2020.

  • Hillcrest Wealth Advisors reported no remaining UnitedHealth position as of Q4 2020 after selling out during the quarter.
  • Hillcrest Wealth Advisors sold 3,028 UnitedHealth shares in Q4 2020, an estimated $944K.
  • Hillcrest Wealth Advisors first reported a position in UnitedHealth in Q3 2020 and held it in 1 quarter.
  • Hillcrest Wealth Advisors's UnitedHealth position peaked at $944K in Q3 2020.
  • 2,466 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2020.

Based on Hillcrest Wealth Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.