Mercer Capital Advisers’s UnitedHealth UNH Stock Holding History

Mercer Capital Advisers’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 Q4	–	Sell	-400	Closed	-$125K	–	165
2020 Q3	$125K	Hold	400	–	–	0.08%	106
2020 Q2	$118K	Hold	400	–	–	0.08%	104
2020 Q1	$100K	Hold	400	–	–	0.07%	105
2019 Q4	$118K	Hold	400	–	–	0.07%	113
2019 Q3	$87K	Hold	400	–	–	0.06%	127
2019 Q2	$98K	Hold	400	–	–	0.06%	120
2019 Q1	$99K	Hold	400	–	–	0.07%	119
2018 Q4	$100K	Buy	+400	New	+$106K	0.07%	115

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mercer Capital Advisers's UNH Position: Q4 2020 in Review

Mercer Capital Advisers sold out of UnitedHealth (UNH) in Q4 2020, closing a stake of 400 shares — an estimated $125K sold.

Mercer Capital Advisers first reported a position in UNH in Q4 2018 and held it in 8 quarters. The position peaked at $125K in Q3 2020. 2,467 funds tracked by Wall St. Rank hold UNH as of Q4 2020.

Mercer Capital Advisers reported no remaining UnitedHealth position as of Q4 2020 after selling out during the quarter.
Mercer Capital Advisers sold 400 UnitedHealth shares in Q4 2020, an estimated $125K.
Mercer Capital Advisers first reported a position in UnitedHealth in Q4 2018 and held it in 8 quarters.
Mercer Capital Advisers's UnitedHealth position peaked at $125K in Q3 2020.
2,467 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2020.

Based on Mercer Capital Advisers's 13F filing for Q4 2020, filed 28 Jan 2021.