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MYCIO Wealth Partners’s UnitedHealth UNH Stock Holding History

MYCIO Wealth Partners’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
-4,688
Closed -$1.38M – 357
2019
Q4 		$1.38M Sell
4,688
-92
-2% -$24.1K 0.09% 100
2019
Q3 		$1.04M Buy
4,780
+306
+7% +$73.8K 0.08% 110
2019
Q2 		$1.09M Buy
+4,474
New +$1.08M 0.09% 99
2019
Q1 		– Sell
-1,173
Closed -$292K – 302
2018
Q4 		$292K Buy
1,173
+368
+46% +$97.2K 0.03% 207
2018
Q3 		$214K Buy
+805
New +$209K 0.02% 262
2017
Q4 		– Sell
-10,839
Closed -$2.12M – 262
2017
Q3 		$2.12M Buy
10,839
+100
+0.9% +$19.3K 0.24% 42
2017
Q2 		$1.99M Sell
10,739
-760
-7% -$133K 0.23% 44
2017
Q1 		$1.89M Buy
11,499
+229
+2% +$37.5K 0.23% 44
2016
Q4 		$1.8M Buy
11,270
+983
+10% +$147K 0.24% 46
2016
Q3 		$1.44M Sell
10,287
-259
-2% -$36.3K 0.24% 41
2016
Q2 		$1.49M Buy
10,546
+59
+0.6% +$7.87K 0.26% 36
2016
Q1 		$1.35M Hold
10,487
– – 0.24% 40
2015
Q4 		$1.23M Buy
10,487
+150
+1% +$17.5K 0.22% 46
2015
Q3 		$1.2M Buy
10,337
+50
+0.5% +$5.98K 0.25% 36
2015
Q2 		$1.25M Hold
10,287
– – 0.24% 41
2015
Q1 		$1.22M Hold
10,287
– – 0.25% 38
2014
Q4 		$1.04M Hold
10,287
– – 0.22% 47
2014
Q3 		$887K Hold
10,287
– – 0.21% 50
2014
Q2 		$841K Hold
10,287
– – 0.19% 51
2014
Q1 		$843K Hold
10,287
– – 0.21% 52
2013
Q4 		$775K Hold
10,287
– – 0.19% 56
2013
Q3 		$737K Hold
10,287
– – 0.2% 53
2013
Q2 		$674K Buy
+10,287
New +$640K 0.19% 50

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MYCIO Wealth Partners's UNH Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of UnitedHealth (UNH) in Q1 2020, closing a stake of 4,688 shares — an estimated $1.38M sold.

MYCIO Wealth Partners first reported a position in UNH in Q2 2013 and held it in 23 quarters. The position peaked at $2.12M in Q3 2017. 2,119 funds tracked by Wall St. Rank hold UNH as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining UnitedHealth position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 4,688 UnitedHealth shares in Q1 2020, an estimated $1.38M.
  • MYCIO Wealth Partners first reported a position in UnitedHealth in Q2 2013 and held it in 23 quarters.
  • MYCIO Wealth Partners's UnitedHealth position peaked at $2.12M in Q3 2017.
  • 2,119 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.