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Point View Wealth Management’s UnitedHealth UNH Stock Holding History

Point View Wealth Management’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 		$1.81M Sell
5,150
-28
-0.5% -$9.39K 0.73% 41
2020
Q3 		$1.61M Sell
5,178
-75
-1% -$23K 0.76% 34
2020
Q2 		$1.55M Sell
5,253
-66
-1% -$18.9K 0.74% 35
2020
Q1 		$1.33M Sell
5,319
-133
-2% -$36.6K 0.73% 39
2019
Q4 		$1.6M Sell
5,452
-65
-1% -$17K 0.66% 43
2019
Q3 		$1.2M Sell
5,517
-742
-12% -$179K 0.54% 61
2019
Q2 		$1.53M Sell
6,259
-98
-2% -$23.6K 0.65% 44
2019
Q1 		$1.57M Sell
6,357
-77
-1% -$19.6K 0.7% 42
2018
Q4 		$1.6M Buy
6,434
+8
+0.1% +$2.11K 0.81% 34
2018
Q3 		$1.71M Sell
6,426
-334
-5% -$86.9K 0.76% 36
2018
Q2 		$1.66M Buy
6,760
+13
+0.2% +$3.12K 0.77% 38
2018
Q1 		$1.44M Buy
6,747
+102
+2% +$23.3K 0.69% 42
2017
Q4 		$1.47M Sell
6,645
-365
-5% -$77.4K 0.7% 41
2017
Q3 		$1.37M Buy
7,010
+10
+0.1% +$1.93K 0.66% 41
2017
Q2 		$1.3M Sell
7,000
-61
-0.9% -$10.7K 0.64% 45
2017
Q1 		$1.16M Buy
7,061
+476
+7% +$78K 0.6% 56
2016
Q4 		$1.05M Sell
6,585
-185
-3% -$27.6K 0.61% 52
2016
Q3 		$948K Sell
6,770
-326
-5% -$45.7K 0.56% 57
2016
Q2 		$1M Buy
7,096
+63
+0.9% +$8.4K 0.61% 46
2016
Q1 		$907K Sell
7,033
-152
-2% -$18K 0.58% 52
2015
Q4 		$845K Sell
7,185
-82
-1% -$9.58K 0.61% 50
2015
Q3 		$843K Sell
7,267
-126
-2% -$15.1K 0.67% 49
2015
Q2 		$902K Sell
7,393
-104
-1% -$12.3K 0.7% 46
2015
Q1 		$887K Sell
7,497
-499
-6% -$55.4K 0.69% 48
2014
Q4 		$808K Sell
7,996
-161
-2% -$15.3K 0.6% 49
2014
Q3 		$704K Hold
8,157
– – 0.6% 53
2014
Q2 		$667K Sell
8,157
-10
-0.1% -$787 0.58% 58
2014
Q1 		$670K Buy
8,167
+324
+4% +$24.4K 0.61% 55
2013
Q4 		$591K Buy
+7,843
New +$563K 0.56% 60

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

Point View Wealth Management's UNH Position: Q4 2020 in Review

Point View Wealth Management reduced its UnitedHealth (UNH) stake by 0.54% in Q4 2020, selling an estimated $9.39K and leaving 5,150 shares worth $1.81M. The position accounts for 0.73% of the portfolio, ranked #41.

Point View Wealth Management first reported a position in UNH in Q4 2013 and has held it in 29 quarters since. 2,466 funds tracked by Wall St. Rank hold UNH as of Q4 2020.

  • Point View Wealth Management held 5,150 shares of UnitedHealth worth $1.81M as of Q4 2020.
  • Point View Wealth Management sold 28 UnitedHealth shares in Q4 2020, an estimated $9.39K.
  • UnitedHealth made up 0.73% of Point View Wealth Management's portfolio in Q4 2020, its #41 holding.
  • Point View Wealth Management first reported a position in UnitedHealth in Q4 2013 and has held it in 29 quarters since.
  • 2,466 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.