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Planning Solutions Group’s UnitedHealth UNH Stock Holding History

Planning Solutions Group’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
Q2 		$664K Hold
2,722
– – 0.34% 61
2019
Q1 		$673K Sell
2,722
-300
-10% -$76.5K 0.36% 57
2018
Q4 		$753K Buy
+3,022
New +$798K 0.46% 45

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.56T AUM 27.86% 1-Year Est. Return

Planning Solutions Group's UNH Position: Q2 2019 in Review

Planning Solutions Group held its UnitedHealth (UNH) position steady in Q2 2019 at 2,722 shares worth $664K. The position accounts for 0.34% of the portfolio, ranked #61.

Planning Solutions Group first reported a position in UNH in Q4 2018 and has held it in 3 quarters since. The position peaked at $753K in Q4 2018. 1,965 funds tracked by Wall St. Rank hold UNH as of Q2 2019.

  • Planning Solutions Group held 2,722 shares of UnitedHealth worth $664K as of Q2 2019.
  • Planning Solutions Group left its UnitedHealth share count unchanged in Q2 2019.
  • UnitedHealth made up 0.34% of Planning Solutions Group's portfolio in Q2 2019, its #61 holding.
  • Planning Solutions Group first reported a position in UnitedHealth in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's UnitedHealth position peaked at $753K in Q4 2018.
  • 1,965 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.