Huber Financial Advisors’s UnitedHealth UNH Stock Holding History

Huber Financial 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 Q1	$614K	Hold	2,464	–	–	0.23%	54
2019 Q4	$724K	Hold	2,464	–	–	0.25%	55
2019 Q3	$535K	Sell	2,464 -80	-3%	-$19.3K	0.21%	59
2019 Q2	$621K	Hold	2,544	–	–	0.27%	48
2019 Q1	$629K	Buy	2,544 +62	+2%	+$15.8K	0.31%	47
2018 Q4	$618K	Hold	2,482	–	–	0.34%	42
2018 Q3	$660K	Buy	2,482 +1	+0%	+$260	0.51%	36
2018 Q2	$608K	Sell	2,481 -1	-0%	-$240	0.55%	36
2018 Q1	$531K	Hold	2,482	–	–	0.52%	37
2017 Q4	$547K	Buy	+2,482	New	+$526K	0.6%	31

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Huber Financial Advisors's UNH Position: Q1 2020 in Review

Huber Financial Advisors held its UnitedHealth (UNH) position steady in Q1 2020 at 2,464 shares worth $614K. The position accounts for 0.23% of the portfolio, ranked #54.

Huber Financial Advisors first reported a position in UNH in Q4 2017 and has held it in 10 quarters since. The position peaked at $724K in Q4 2019. 2,121 funds tracked by Wall St. Rank hold UNH as of Q1 2020.

Huber Financial Advisors held 2,464 shares of UnitedHealth worth $614K as of Q1 2020.
Huber Financial Advisors left its UnitedHealth share count unchanged in Q1 2020.
UnitedHealth made up 0.23% of Huber Financial Advisors's portfolio in Q1 2020, its #54 holding.
Huber Financial Advisors first reported a position in UnitedHealth in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's UnitedHealth position peaked at $724K in Q4 2019.
2,121 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.