Independence Advisors’s UnitedHealth UNH Stock Holding History

Independence 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 Q3	$300K	Buy	963 +10	+1%	+$3.07K	0.06%	70
2020 Q2	$281K	Hold	953	–	–	0.06%	70
2020 Q1	$238K	Sell	953 -11	-1%	-$3.03K	0.07%	69
2019 Q4	$283K	Sell	964 -67	-6%	-$17.5K	0.07%	72
2019 Q3	$224K	Hold	1,031	–	–	0.05%	94
2019 Q2	$252K	Buy	1,031 +63	+7%	+$15.2K	0.06%	81
2019 Q1	$239K	Hold	968	–	–	0.07%	80
2018 Q4	$241K	Sell	968 -65	-6%	-$17.2K	0.08%	68
2018 Q3	$275K	Buy	1,033 +63	+6%	+$16.4K	0.08%	66
2018 Q2	$238K	Buy	970 +1	+0.1%	+$240	0.08%	70
2018 Q1	$207K	Hold	969	–	–	0.07%	71
2017 Q4	$214K	Buy	+969	New	+$205K	0.07%	71

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

Independence Advisors's UNH Position: Q3 2020 in Review

Independence Advisors increased its UnitedHealth (UNH) stake by 1% in Q3 2020, buying an estimated $3.07K and bringing the position to 963 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #70.

Independence Advisors first reported a position in UNH in Q4 2017 and has held it in 12 quarters since. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

Independence Advisors held 963 shares of UnitedHealth worth $300K as of Q3 2020.
Independence Advisors bought 10 UnitedHealth shares in Q3 2020, an estimated $3.07K.
UnitedHealth made up 0.06% of Independence Advisors's portfolio in Q3 2020, its #70 holding.
Independence Advisors first reported a position in UnitedHealth in Q4 2017 and has held it in 12 quarters since.
2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.