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Paul John Balson’s UnitedHealth UNH Stock Holding History

Paul John Balson’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
Q4 		$579K Buy
1,650
+5
+0.3% +$1.68K 0.12% 48
2020
Q3 		$513K Sell
1,645
-1,011
-38% -$311K 0.13% 46
2020
Q2 		$783K Hold
2,656
– – 0.29% 31
2020
Q1 		$662K Buy
+2,656
New +$731K 0.35% 29

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paul John Balson's UNH Position: Q4 2020 in Review

Paul John Balson increased its UnitedHealth (UNH) stake by 0.3% in Q4 2020, buying an estimated $1.68K and bringing the position to 1,650 shares worth $579K. The position accounts for 0.12% of the portfolio, ranked #48.

Paul John Balson first reported a position in UNH in Q1 2020 and has held it in 4 quarters since. The position peaked at $783K in Q2 2020. 2,466 funds tracked by Wall St. Rank hold UNH as of Q4 2020.

  • Paul John Balson held 1,650 shares of UnitedHealth worth $579K as of Q4 2020.
  • Paul John Balson bought 5 UnitedHealth shares in Q4 2020, an estimated $1.68K.
  • UnitedHealth made up 0.12% of Paul John Balson's portfolio in Q4 2020, its #48 holding.
  • Paul John Balson first reported a position in UnitedHealth in Q1 2020 and has held it in 4 quarters since.
  • Paul John Balson's UnitedHealth position peaked at $783K in Q2 2020.
  • 2,466 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.