Rainier Group Investment Advisory’s UnitedHealth UNH Stock Holding History

Rainier Group Investment Advisory’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	$719K	Buy	2,307 +331	+17%	+$102K	0.29%	20
2020 Q2	$583K	Buy	+1,976	New	+$566K	0.25%	21
2020 Q1	–	Sell	-1,754	Closed	-$516K	–	44
2019 Q4	$516K	Sell	1,754 -76	-4%	-$19.9K	0.21%	21
2019 Q3	$398K	Buy	1,830 +80	+5%	+$19.3K	0.18%	27
2019 Q2	$427K	Buy	1,750 +139	+9%	+$33.4K	0.19%	25
2019 Q1	$398K	Buy	1,611 +93	+6%	+$23.7K	0.18%	26
2018 Q4	$378K	Buy	1,518 +144	+10%	+$38K	0.18%	23
2018 Q3	$366K	Buy	1,374 +28	+2%	+$7.28K	0.14%	26
2018 Q2	$330K	Hold	1,346	–	–	0.14%	27
2018 Q1	$288K	Hold	1,346	–	–	0.13%	41
2017 Q4	$297K	Hold	1,346	–	–	0.15%	34
2017 Q3	$264K	Hold	1,346	–	–	0.14%	34
2017 Q2	$250K	Hold	1,346	–	–	0.14%	36
2017 Q1	$221K	Hold	1,346	–	–	0.1%	42
2016 Q4	$215K	Buy	+1,346	New	+$201K	0.1%	44

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

Rainier Group Investment Advisory's UNH Position: Q3 2020 in Review

Rainier Group Investment Advisory increased its UnitedHealth (UNH) stake by 17% in Q3 2020, buying an estimated $102K and bringing the position to 2,307 shares worth $719K. The position accounts for 0.29% of the portfolio, ranked #20.

Rainier Group Investment Advisory first reported a position in UNH in Q4 2016 and has held it in 15 quarters since. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

Rainier Group Investment Advisory held 2,307 shares of UnitedHealth worth $719K as of Q3 2020.
Rainier Group Investment Advisory bought 331 UnitedHealth shares in Q3 2020, an estimated $102K.
UnitedHealth made up 0.29% of Rainier Group Investment Advisory's portfolio in Q3 2020, its #20 holding.
Rainier Group Investment Advisory first reported a position in UnitedHealth in Q4 2016 and has held it in 15 quarters since.
2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Rainier Group Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.