Private Vista’s UnitedHealth UNH Stock Holding History

Private Vista’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 Q2	$239K	Sell	809 -306	-27%	-$87.7K	0.12%	95
2020 Q1	$276K	Sell	1,115 -156	-12%	-$42.9K	0.1%	110
2019 Q4	$374K	Sell	1,271 -8	-0.6%	-$2.09K	0.1%	96
2019 Q3	$280K	Buy	1,279 +142	+12%	+$34.3K	0.07%	117
2019 Q2	$277K	Sell	1,137 -190	-14%	-$45.7K	0.07%	124
2019 Q1	$329K	Sell	1,327 -482	-27%	-$123K	0.08%	120
2018 Q4	$451K	Buy	1,809 +170	+10%	+$44.9K	0.1%	91
2018 Q3	$436K	Sell	1,639 -78	-5%	-$20.3K	0.09%	98
2018 Q2	$421K	Buy	1,717 +121	+8%	+$29.1K	0.1%	99
2018 Q1	$341K	Buy	+1,596	New	+$365K	0.1%	91

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

Private Vista's UNH Position: Q2 2020 in Review

Private Vista reduced its UnitedHealth (UNH) stake by 27% in Q2 2020, selling an estimated $87.7K and leaving 809 shares worth $239K. The position accounts for 0.12% of the portfolio, ranked #95.

Private Vista first reported a position in UNH in Q1 2018 and has held it in 10 quarters since. The position peaked at $451K in Q4 2018. 2,208 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

Private Vista held 809 shares of UnitedHealth worth $239K as of Q2 2020.
Private Vista sold 306 UnitedHealth shares in Q2 2020, an estimated $87.7K.
UnitedHealth made up 0.12% of Private Vista's portfolio in Q2 2020, its #95 holding.
Private Vista first reported a position in UnitedHealth in Q1 2018 and has held it in 10 quarters since.
Private Vista's UnitedHealth position peaked at $451K in Q4 2018.
2,208 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.