Kays Financial Advisory’s UnitedHealth UNH Stock Holding History

Kays Financial Advisory’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	$4.2M	Sell	13,456 -8	-0.1%	-$2.46K	0.67%	25
2020 Q2	$3.97M	Buy	13,464 +459	+4%	+$132K	0.69%	28
2020 Q1	$3.24M	Buy	13,005 +6,052	+87%	+$1.67M	0.67%	28
2019 Q4	$2.04M	Buy	6,953 +178	+3%	+$46.6K	0.36%	40
2019 Q3	$1.47M	Sell	6,775 -2	-0%	-$483	0.27%	52
2019 Q2	$1.65M	Buy	6,777 +251	+4%	+$60.4K	0.3%	47
2019 Q1	$1.61M	Buy	6,526 +136	+2%	+$34.7K	0.31%	46
2018 Q4	$1.59M	Buy	6,390 +260	+4%	+$68.7K	0.36%	46
2018 Q3	$1.63M	Sell	6,130 -294	-5%	-$76.5K	0.35%	42
2018 Q2	$1.58M	Buy	6,424 +244	+4%	+$58.6K	0.35%	40
2018 Q1	$1.32M	Sell	6,180 -23	-0.4%	-$5.25K	0.3%	47
2017 Q4	$1.37M	Buy	6,203 +223	+4%	+$47.3K	0.4%	40
2017 Q3	$1.17M	Buy	5,980 +245	+4%	+$47.3K	0.37%	43
2017 Q2	$1.06M	Buy	+5,735	New	+$1.01M	0.36%	44

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kays Financial Advisory's UNH Position: Q3 2020 in Review

Kays Financial Advisory reduced its UnitedHealth (UNH) stake by 0.06% in Q3 2020, selling an estimated $2.46K and leaving 13,456 shares worth $4.2M. The position accounts for 0.67% of the portfolio, ranked #25.

Kays Financial Advisory first reported a position in UNH in Q2 2017 and has held it in 14 quarters since. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

Kays Financial Advisory held 13,456 shares of UnitedHealth worth $4.2M as of Q3 2020.
Kays Financial Advisory sold 8 UnitedHealth shares in Q3 2020, an estimated $2.46K.
UnitedHealth made up 0.67% of Kays Financial Advisory's portfolio in Q3 2020, its #25 holding.
Kays Financial Advisory first reported a position in UnitedHealth in Q2 2017 and has held it in 14 quarters since.
2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.