Lucia Wealth Services’s UnitedHealth UNH Stock Holding History

Lucia Wealth Services’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	$210K	Buy	675 +9	+1%	+$2.77K	0.05%	122
2020 Q2	$196K	Sell	666 -21	-3%	-$6.02K	0.05%	123
2020 Q1	$171K	Buy	687 +376	+121%	+$103K	0.06%	134
2019 Q4	$91K	Hold	311	–	–	0.03%	136
2019 Q3	$68K	Hold	311	–	–	0.02%	127
2019 Q2	$76K	Hold	311	–	–	0.03%	131
2019 Q1	$77K	Buy	311 +26	+9%	+$6.63K	0.03%	147
2018 Q4	$71K	Sell	285 -44	-13%	-$11.6K	0.03%	136
2018 Q3	$88K	Buy	329 +123	+60%	+$32K	0.03%	165
2018 Q2	$51K	Sell	206 -22	-10%	-$5.28K	0.02%	166
2018 Q1	$49K	Buy	+228	New	+$52.1K	0.02%	145

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

Lucia Wealth Services's UNH Position: Q3 2020 in Review

Lucia Wealth Services increased its UnitedHealth (UNH) stake by 1.4% in Q3 2020, buying an estimated $2.77K and bringing the position to 675 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #122.

Lucia Wealth Services first reported a position in UNH in Q1 2018 and has held it in 11 quarters since. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

Lucia Wealth Services held 675 shares of UnitedHealth worth $210K as of Q3 2020.
Lucia Wealth Services bought 9 UnitedHealth shares in Q3 2020, an estimated $2.77K.
UnitedHealth made up 0.05% of Lucia Wealth Services's portfolio in Q3 2020, its #122 holding.
Lucia Wealth Services first reported a position in UnitedHealth in Q1 2018 and has held it in 11 quarters since.
2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.