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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 		$62K Hold
200
– – 0.01% 94
2020
Q2 		$58K Hold
200
– – 0.01% 91
2020
Q1 		$50K Buy
+200
New +$55K 0.01% 85

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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. 2,239 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.
  • 2,239 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.