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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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 $1.47T AUM 27.86% 1-Year Est. Return