Newport Wealth Strategies’s UnitedHealth UNH Stock Holding History

Newport Wealth Strategies’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	-1,255	Closed	-$364K	–	105
2019 Q4	$364K	Buy	1,255 +210	+20%	+$54.9K	0.26%	72
2019 Q3	$227K	Sell	1,045 -510	-33%	-$123K	0.21%	73
2019 Q2	$415K	Sell	1,555 -550	-26%	-$132K	0.38%	52
2019 Q1	$517K	Buy	+2,105	New	+$537K	0.52%	45
2018 Q3	–	Sell	-1,160	Closed	-$285K	–	85
2018 Q2	$285K	Buy	+1,160	New	+$279K	0.33%	61
2018 Q1	–	Sell	-904	Closed	-$214K	–	106
2017 Q4	$214K	Buy	+904	New	+$192K	0.15%	101

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

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

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

Newport Wealth Strategies's UNH Position: Q1 2020 in Review

Newport Wealth Strategies sold out of UnitedHealth (UNH) in Q1 2020, closing a stake of 1,255 shares — an estimated $364K sold.

Newport Wealth Strategies first reported a position in UNH in Q4 2017 and held it in 6 quarters. The position peaked at $517K in Q1 2019. 2,120 funds tracked by Wall St. Rank hold UNH as of Q1 2020.

Newport Wealth Strategies reported no remaining UnitedHealth position as of Q1 2020 after selling out during the quarter.
Newport Wealth Strategies sold 1,255 UnitedHealth shares in Q1 2020, an estimated $364K.
Newport Wealth Strategies first reported a position in UnitedHealth in Q4 2017 and held it in 6 quarters.
Newport Wealth Strategies's UnitedHealth position peaked at $517K in Q1 2019.
2,120 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2020.

Based on Newport Wealth Strategies's 13F filing for Q1 2020, filed 16 Apr 2020.