Lenox Wealth Management’s UnitedHealth UNH Stock Holding History

Lenox Wealth Management’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	$132K	Buy	448 +197	+78%	+$56.4K	0.04%	182
2020 Q1	$62K	Buy	251 +76	+43%	+$20.9K	0.02%	226
2019 Q4	$51K	Sell	175 -243	-58%	-$63.6K	0.01%	269
2019 Q3	$90K	Buy	418 +4	+1%	+$965	0.03%	220
2019 Q2	$101K	Buy	414 +7	+2%	+$1.68K	0.03%	190
2019 Q1	$101K	Buy	407 +188	+86%	+$47.9K	0.03%	178
2018 Q4	$55K	Buy	219 +35	+19%	+$9.25K	0.02%	205
2018 Q3	$49K	Buy	184 +61	+50%	+$15.9K	0.01%	236
2018 Q2	$30K	Sell	123 -6	-5%	-$1.44K	0.01%	250
2018 Q1	$27K	Buy	129 +8	+7%	+$1.83K	0.01%	264
2017 Q4	$27K	Sell	121 -33	-21%	-$6.99K	0.01%	278
2017 Q3	$30K	Buy	154 +19	+14%	+$3.67K	0.01%	278
2017 Q2	$25K	Buy	+135	New	+$23.7K	0.01%	285

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

Lenox Wealth Management's UNH Position: Q2 2020 in Review

Lenox Wealth Management increased its UnitedHealth (UNH) stake by 78% in Q2 2020, buying an estimated $56.4K and bringing the position to 448 shares worth $132K. The position accounts for 0.04% of the portfolio, ranked #182.

Lenox Wealth Management first reported a position in UNH in Q2 2017 and has held it in 13 quarters since. 2,208 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

Lenox Wealth Management held 448 shares of UnitedHealth worth $132K as of Q2 2020.
Lenox Wealth Management bought 197 UnitedHealth shares in Q2 2020, an estimated $56.4K.
UnitedHealth made up 0.04% of Lenox Wealth Management's portfolio in Q2 2020, its #182 holding.
Lenox Wealth Management first reported a position in UnitedHealth in Q2 2017 and has held it in 13 quarters since.
2,208 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.