Private Wealth Advisors (Pennsylvania)’s UnitedHealth UNH Stock Holding History

Private Wealth Advisors (Pennsylvania)’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	$373K	Sell	1,064 -330	-24%	-$111K	0.21%	82
2020 Q3	$435K	Buy	1,394 +254	+22%	+$78K	0.28%	61
2020 Q2	$336K	Hold	1,140	–	–	0.23%	76
2020 Q1	$324K	Sell	1,140 -25	-2%	-$6.88K	0.25%	72
2019 Q4	$333K	Sell	1,165 -294	-20%	-$76.9K	0.18%	104
2019 Q3	$317K	Buy	1,459 +96	+7%	+$23.2K	0.16%	111
2019 Q2	$333K	Buy	1,363 +445	+48%	+$107K	0.12%	115
2019 Q1	$227K	Buy	918 +31	+3%	+$7.91K	0.08%	127
2018 Q4	$221K	Sell	887 -75	-8%	-$19.8K	0.1%	122
2018 Q3	$256K	Buy	+962	New	+$250K	0.09%	122

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s UNH Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its UnitedHealth (UNH) stake by 24% in Q4 2020, selling an estimated $111K and leaving 1,064 shares worth $373K. The position accounts for 0.21% of the portfolio, ranked #82.

Private Wealth Advisors (Pennsylvania) first reported a position in UNH in Q3 2018 and has held it in 10 quarters since. The position peaked at $435K in Q3 2020. 2,466 funds tracked by Wall St. Rank hold UNH as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 1,064 shares of UnitedHealth worth $373K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 330 UnitedHealth shares in Q4 2020, an estimated $111K.
UnitedHealth made up 0.21% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #82 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in UnitedHealth in Q3 2018 and has held it in 10 quarters since.
Private Wealth Advisors (Pennsylvania)'s UnitedHealth position peaked at $435K in Q3 2020.
2,466 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.