Price Wealth’s UnitedHealth UNH Stock Holding History

Price Wealth’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	$912K	Buy	2,925 +30	+1%	+$9.21K	0.26%	31
2020 Q2	$854K	Sell	2,895 -1,871	-39%	-$536K	0.25%	32
2020 Q1	$1.19M	Buy	4,766 +34	+0.7%	+$9.36K	0.43%	30
2019 Q4	$1.39M	Buy	4,732 +47	+1%	+$12.3K	0.43%	23
2019 Q3	$1.02M	Buy	4,685 +300	+7%	+$72.4K	0.33%	28
2019 Q2	$1.07M	Buy	4,385 +300	+7%	+$72.2K	0.35%	23
2019 Q1	$1.01M	Hold	4,085	–	–	0.39%	23
2018 Q4	$1.02M	Hold	4,085	–	–	0.43%	23
2018 Q3	$1.09M	Sell	4,085 -455	-10%	-$118K	0.4%	22
2018 Q2	$1.11M	Sell	4,540 -829	-15%	-$199K	0.42%	22
2018 Q1	$1.15M	Buy	5,369 +4,981	+1,284%	+$1.14M	0.69%	18
2017 Q4	$85K	Buy	+388	New	+$82.2K	0.06%	39

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

Price Wealth's UNH Position: Q3 2020 in Review

Price Wealth increased its UnitedHealth (UNH) stake by 1% in Q3 2020, buying an estimated $9.21K and bringing the position to 2,925 shares worth $912K. The position accounts for 0.26% of the portfolio, ranked #31.

Price Wealth first reported a position in UNH in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.39M in Q4 2019. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

Price Wealth held 2,925 shares of UnitedHealth worth $912K as of Q3 2020.
Price Wealth bought 30 UnitedHealth shares in Q3 2020, an estimated $9.21K.
UnitedHealth made up 0.26% of Price Wealth's portfolio in Q3 2020, its #31 holding.
Price Wealth first reported a position in UnitedHealth in Q4 2017 and has held it in 12 quarters since.
Price Wealth's UnitedHealth position peaked at $1.39M in Q4 2019.
2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.