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
2019 Q3	–	Sell	-1,000	Closed	-$4K	–	285
2019 Q2	$4K	Sell	1,000 -99,000	-99%	-$23.8M	﹤0.01%	235
2019 Q1	$5K	Buy	+100,000	New	+$25.5M	﹤0.01%	237

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

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. 2,239 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.
2,239 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.