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NewFocus Financial Group’s UnitedHealth UNH Stock Holding History

NewFocus Financial 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
2020
Q4 		$10.6M Sell
30,210
-429
-1% -$144K 3.12% 6
2020
Q3 		$9.55M Sell
30,639
-870
-3% -$267K 3.18% 6
2020
Q2 		$9.29M Sell
31,509
-561
-2% -$161K 3.33% 6
2020
Q1 		$8M Sell
32,070
-1,517
-5% -$417K 3.69% 5
2019
Q4 		$9.87M Sell
33,587
-16
-0% -$4.19K 3.85% 5
2019
Q3 		$7.3M Sell
33,603
-247
-0.7% -$59.6K 3.2% 8
2019
Q2 		$8.26M Buy
33,850
+2,073
+7% +$499K 3.82% 6
2019
Q1 		$7.86M Sell
31,777
-680
-2% -$173K 3.92% 6
2018
Q4 		$8.09M Sell
32,457
-624
-2% -$165K 4.77% 3
2018
Q3 		$8.8M Buy
33,081
+16
+0% +$4.16K 4.76% 4
2018
Q2 		$8.11M Sell
33,065
-484
-1% -$116K 4.89% 4
2018
Q1 		$7.18M Sell
33,549
-1,587
-5% -$362K 4.51% 4
2017
Q4 		$7.75M Buy
35,136
+95
+0.3% +$20.1K 4.72% 2
2017
Q3 		$6.86M Sell
35,041
-1,467
-4% -$283K 4.46% 3
2017
Q2 		$6.77M Sell
36,508
-1,535
-4% -$269K 3.82% 4
2017
Q1 		$6.24M Sell
38,043
-448
-1% -$73.4K 3.85% 6
2016
Q4 		$6.16M Sell
38,491
-746
-2% -$111K 4.15% 5
2016
Q3 		$5.49M Sell
39,237
-113
-0.3% -$15.8K 3.98% 7
2016
Q2 		$5.56M Buy
39,350
+24,857
+172% +$3.31M 4.11% 6
2016
Q1 		$1.19M Sell
14,493
-10,178
-41% -$1.2M 0.87% 35
2015
Q4 		$1.79M Sell
24,671
-76
-0.3% -$8.88K 1.25% 31
2015
Q3 		$1.95M Sell
24,747
-15,061
-38% -$1.8M 1.5% 30
2015
Q2 		$4.86M Sell
39,808
-564
-1% -$66.7K 3.13% 8
2015
Q1 		$4.78M Sell
40,372
-1,107
-3% -$123K 2.98% 9
2014
Q4 		$4.19M Sell
41,479
-307
-0.7% -$29.1K 2.89% 9
2014
Q3 		$3.59M Sell
41,786
-3,400
-8% -$287K 2.89% 10
2014
Q2 		$3.69M Sell
45,186
-3,050
-6% -$240K 2.92% 10
2014
Q1 		$3.96M Sell
48,236
-176
-0.4% -$13.2K 3.27% 8
2013
Q4 		$3.65M Buy
+48,412
New +$3.48M 3.07% 12

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewFocus Financial Group's UNH Position: Q4 2020 in Review

NewFocus Financial Group reduced its UnitedHealth (UNH) stake by 1.4% in Q4 2020, selling an estimated $144K and leaving 30,210 shares worth $10.6M. The position accounts for 3.12% of the portfolio, ranked #6.

NewFocus Financial Group first reported a position in UNH in Q4 2013 and has held it in 29 quarters since. 2,467 funds tracked by Wall St. Rank hold UNH as of Q4 2020.

  • NewFocus Financial Group held 30,210 shares of UnitedHealth worth $10.6M as of Q4 2020.
  • NewFocus Financial Group sold 429 UnitedHealth shares in Q4 2020, an estimated $144K.
  • UnitedHealth made up 3.12% of NewFocus Financial Group's portfolio in Q4 2020, its #6 holding.
  • NewFocus Financial Group first reported a position in UnitedHealth in Q4 2013 and has held it in 29 quarters since.
  • 2,467 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.