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Roffman Miller Associates’s UnitedHealth UNH Stock Holding History

Roffman Miller Associates’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 		– Sell
-1,759
Closed -$519K – 142
2020
Q2 		$519K Buy
+1,759
New +$504K 0.05% 93
2017
Q3 		– Sell
-1,111
Closed -$206K – 65
2017
Q2 		$206K Buy
+1,111
New +$195K 0.03% 63

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Roffman Miller Associates's UNH Position: Q3 2020 in Review

Roffman Miller Associates sold out of UnitedHealth (UNH) in Q3 2020, closing a stake of 1,759 shares — an estimated $519K sold.

Roffman Miller Associates first reported a position in UNH in Q2 2017 and held it in 2 quarters. The position peaked at $519K in Q2 2020. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

  • Roffman Miller Associates reported no remaining UnitedHealth position as of Q3 2020 after selling out during the quarter.
  • Roffman Miller Associates sold 1,759 UnitedHealth shares in Q3 2020, an estimated $519K.
  • Roffman Miller Associates first reported a position in UnitedHealth in Q2 2017 and held it in 2 quarters.
  • Roffman Miller Associates's UnitedHealth position peaked at $519K in Q2 2020.
  • 2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Roffman Miller Associates's 13F filing for Q3 2020, filed 6 Nov 2020.