Northstar Wealth Partners’s UnitedHealth UNH Stock Holding History

Northstar 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 Q3	$239K	Sell	768 -934	-55%	-$287K	0.11%	131
2020 Q2	$502K	Buy	1,702 +20	+1%	+$5.73K	0.21%	104
2020 Q1	$419K	Buy	1,682 +130	+8%	+$35.8K	0.21%	101
2019 Q4	$456K	Buy	1,552 +137	+10%	+$35.8K	0.19%	118
2019 Q3	$308K	Sell	1,415 -6	-0.4%	-$1.45K	0.14%	144
2019 Q2	$347K	Buy	1,421 +175	+14%	+$42.1K	0.15%	133
2019 Q1	$308K	Sell	1,246 -101	-7%	-$25.8K	0.14%	141
2018 Q4	$336K	Sell	1,347 -337	-20%	-$89K	0.18%	127
2018 Q3	$448K	Buy	1,684 +6	+0.4%	+$1.56K	0.21%	111
2018 Q2	$411K	Hold	1,678	–	–	0.21%	123
2018 Q1	$359K	Buy	1,678 +100	+6%	+$22.8K	0.18%	133
2017 Q4	$355K	Buy	1,578 +100	+7%	+$21.2K	0.32%	90
2017 Q3	$290K	Sell	1,478 -187	-11%	-$36.1K	0.28%	94
2017 Q2	$311K	Buy	1,665 +228	+16%	+$40K	0.28%	101
2017 Q1	$238K	Buy	+1,437	New	+$235K	0.22%	114

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

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

Northstar Wealth Partners's UNH Position: Q3 2020 in Review

Northstar Wealth Partners reduced its UnitedHealth (UNH) stake by 55% in Q3 2020, selling an estimated $287K and leaving 768 shares worth $239K. The position accounts for 0.11% of the portfolio, ranked #131.

Northstar Wealth Partners first reported a position in UNH in Q1 2017 and has held it in 15 quarters since. The position peaked at $502K in Q2 2020. 2,239 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

Northstar Wealth Partners held 768 shares of UnitedHealth worth $239K as of Q3 2020.
Northstar Wealth Partners sold 934 UnitedHealth shares in Q3 2020, an estimated $287K.
UnitedHealth made up 0.11% of Northstar Wealth Partners's portfolio in Q3 2020, its #131 holding.
Northstar Wealth Partners first reported a position in UnitedHealth in Q1 2017 and has held it in 15 quarters since.
Northstar Wealth Partners's UnitedHealth position peaked at $502K in Q2 2020.
2,239 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.