Partnervest Advisory Services’s UnitedHealth UNH Stock Holding History

Partnervest Advisory Services’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	$438K	Sell	1,406 -42	-3%	-$12.9K	0.14%	125
2020 Q2	$427K	Buy	1,448 +155	+12%	+$44.4K	0.16%	108
2020 Q1	$322K	Buy	1,293 +289	+29%	+$79.5K	0.14%	121
2019 Q4	$295K	Sell	1,004 -614	-38%	-$161K	0.11%	151
2019 Q3	$351K	Buy	1,618 +159	+11%	+$38.4K	0.13%	147
2019 Q2	$356K	Buy	1,459 +332	+29%	+$79.9K	0.14%	123
2019 Q1	$279K	Sell	1,127 -210	-16%	-$53.6K	0.12%	160
2018 Q4	$333K	Sell	1,337 -204	-13%	-$53.9K	0.16%	128
2018 Q3	$410K	Buy	1,541 +295	+24%	+$76.7K	0.16%	132
2018 Q2	$306K	Buy	+1,246	New	+$299K	0.14%	144
2014 Q3	–	Sell	-173	Closed	-$14K	–	748
2014 Q2	$14K	Hold	173	–	–	0.01%	625
2014 Q1	$14K	Hold	173	–	–	0.01%	590
2013 Q4	$13K	Buy	173 +1	+0.6%	+$72	0.01%	585
2013 Q3	$12K	Buy	172 +70	+69%	+$5.01K	0.01%	618
2013 Q2	$7K	Buy	+102	New	+$6.35K	﹤0.01%	673

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates

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

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 $1.47T AUM 27.86% 1-Year Est. Return