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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Partnervest Advisory Services's UNH Position: Q3 2020 in Review

Partnervest Advisory Services reduced its UnitedHealth (UNH) stake by 2.9% in Q3 2020, selling an estimated $12.9K and leaving 1,406 shares worth $438K. The position accounts for 0.14% of the portfolio, ranked #125.

Partnervest Advisory Services first reported a position in UNH in Q2 2013 and has held it in 15 quarters since. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

Partnervest Advisory Services held 1,406 shares of UnitedHealth worth $438K as of Q3 2020.
Partnervest Advisory Services sold 42 UnitedHealth shares in Q3 2020, an estimated $12.9K.
UnitedHealth made up 0.14% of Partnervest Advisory Services's portfolio in Q3 2020, its #125 holding.
Partnervest Advisory Services first reported a position in UnitedHealth in Q2 2013 and has held it in 15 quarters since.
2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.