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LifePlan Financial Group’s UnitedHealth UNH Stock Holding History

LifePlan Financial Group’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 		$9K Hold
28
– – ﹤0.01% 423
2020
Q2 		$8K Hold
28
– – ﹤0.01% 435
2020
Q1 		$7K Hold
28
– – ﹤0.01% 425
2019
Q4 		$8K Buy
+28
New +$7.33K ﹤0.01% 438
2018
Q2 		– Sell
-7
Closed -$1K – 545
2018
Q1 		$1K Buy
+7
New +$1.6K ﹤0.01% 504

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

LifePlan Financial Group's UNH Position: Q3 2020 in Review

LifePlan Financial Group held its UnitedHealth (UNH) position steady in Q3 2020 at 28 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

LifePlan Financial Group first reported a position in UNH in Q1 2018 and has held it in 5 quarters since. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

  • LifePlan Financial Group held 28 shares of UnitedHealth worth $9K as of Q3 2020.
  • LifePlan Financial Group left its UnitedHealth share count unchanged in Q3 2020.
  • UnitedHealth made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #423 holding.
  • LifePlan Financial Group first reported a position in UnitedHealth in Q1 2018 and has held it in 5 quarters since.
  • 2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.