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Inlet Private Wealth’s UnitedHealth UNH Stock Holding History

Inlet Private Wealth’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
Q2 		– Sell
-1,037
Closed -$259K – 129
2020
Q1 		$259K Hold
1,037
– – 0.12% 111
2019
Q4 		$305K Sell
1,037
-30
-3% -$7.85K 0.1% 121
2019
Q3 		$232K Buy
1,067
+200
+23% +$48.3K 0.09% 133
2019
Q2 		$231K Buy
+867
New +$209K 0.08% 134

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

Inlet Private Wealth's UNH Position: Q2 2020 in Review

Inlet Private Wealth sold out of UnitedHealth (UNH) in Q2 2020, closing a stake of 1,037 shares — an estimated $259K sold.

Inlet Private Wealth first reported a position in UNH in Q2 2019 and held it in 4 quarters. The position peaked at $305K in Q4 2019. 2,208 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

  • Inlet Private Wealth reported no remaining UnitedHealth position as of Q2 2020 after selling out during the quarter.
  • Inlet Private Wealth sold 1,037 UnitedHealth shares in Q2 2020, an estimated $259K.
  • Inlet Private Wealth first reported a position in UnitedHealth in Q2 2019 and held it in 4 quarters.
  • Inlet Private Wealth's UnitedHealth position peaked at $305K in Q4 2019.
  • 2,208 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on Inlet Private Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.