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New England Investment & Retirement Group’s UnitedHealth UNH Stock Holding History

New England Investment & Retirement 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
2019
Q4 		– Sell
-4,048
Closed -$880K – 66
2019
Q3 		$880K Buy
4,048
+220
+6% +$53.1K 0.37% 31
2019
Q2 		$934K Buy
3,828
+2,069
+118% +$498K 0.38% 32
2019
Q1 		$435K Sell
1,759
-30
-2% -$7.65K 0.2% 48
2018
Q4 		$446K Buy
+1,789
New +$473K 0.26% 36

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

New England Investment & Retirement Group's UNH Position: Q4 2019 in Review

New England Investment & Retirement Group sold out of UnitedHealth (UNH) in Q4 2019, closing a stake of 4,048 shares — an estimated $880K sold.

New England Investment & Retirement Group first reported a position in UNH in Q4 2018 and held it in 4 quarters. The position peaked at $934K in Q2 2019. 2,162 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

  • New England Investment & Retirement Group reported no remaining UnitedHealth position as of Q4 2019 after selling out during the quarter.
  • New England Investment & Retirement Group sold 4,048 UnitedHealth shares in Q4 2019, an estimated $880K.
  • New England Investment & Retirement Group first reported a position in UnitedHealth in Q4 2018 and held it in 4 quarters.
  • New England Investment & Retirement Group's UnitedHealth position peaked at $934K in Q2 2019.
  • 2,162 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on New England Investment & Retirement Group's 13F filing for Q4 2019, filed 4 Feb 2020.