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Lighthouse Financial Advisors’s UnitedHealth UNH Stock Holding History

Lighthouse Financial Advisors’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
Q1 		– Sell
-276
Closed -$81K – 257
2019
Q4 		$81K Buy
+276
New +$72.2K 0.04% 107

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Lighthouse Financial Advisors's UNH Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of UnitedHealth (UNH) in Q1 2020, closing a stake of 276 shares — an estimated $81K sold.

Lighthouse Financial Advisors first reported a position in UNH in Q4 2019 and held it in 1 quarter. The position peaked at $81K in Q4 2019. 2,120 funds tracked by Wall St. Rank hold UNH as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining UnitedHealth position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 276 UnitedHealth shares in Q1 2020, an estimated $81K.
  • Lighthouse Financial Advisors first reported a position in UnitedHealth in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's UnitedHealth position peaked at $81K in Q4 2019.
  • 2,120 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.