Shine Investment Advisory Services’s UnitedHealth UNH Stock Holding History

Shine Investment Advisory Services’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	$316K	Sell	1,012 -29	-3%	-$8.91K	0.11%	97
2020 Q2	$307K	Sell	1,041 -46	-4%	-$13.2K	0.11%	93
2020 Q1	$271K	Sell	1,087 -157	-13%	-$43.2K	0.13%	91
2019 Q4	$366K	Sell	1,244 -22	-2%	-$5.76K	0.15%	86
2019 Q3	$275K	Sell	1,266 -222	-15%	-$53.6K	0.13%	89
2019 Q2	$363K	Sell	1,488 -223	-13%	-$53.6K	0.17%	79
2019 Q1	$423K	Sell	1,711 -105	-6%	-$26.8K	0.2%	71
2018 Q4	$452K	Buy	1,816 +37	+2%	+$9.77K	0.22%	68
2018 Q3	$473K	Sell	1,779 -26	-1%	-$6.76K	0.25%	60
2018 Q2	$443K	Hold	1,805	–	–	0.23%	61
2018 Q1	$386K	Buy	1,805 +37	+2%	+$8.45K	0.21%	67
2017 Q4	$390K	Sell	1,768 -24	-1%	-$5.09K	0.19%	65
2017 Q3	$351K	Sell	1,792 -99	-5%	-$19.1K	0.18%	69
2017 Q2	$351K	Buy	1,891 +388	+26%	+$68K	0.18%	67
2017 Q1	$247K	Buy	+1,503	New	+$246K	0.16%	72

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

Shine Investment Advisory Services's UNH Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its UnitedHealth (UNH) stake by 2.8% in Q3 2020, selling an estimated $8.91K and leaving 1,012 shares worth $316K. The position accounts for 0.11% of the portfolio, ranked #97.

Shine Investment Advisory Services first reported a position in UNH in Q1 2017 and has held it in 15 quarters since. The position peaked at $473K in Q3 2018. 2,239 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

Shine Investment Advisory Services held 1,012 shares of UnitedHealth worth $316K as of Q3 2020.
Shine Investment Advisory Services sold 29 UnitedHealth shares in Q3 2020, an estimated $8.91K.
UnitedHealth made up 0.11% of Shine Investment Advisory Services's portfolio in Q3 2020, its #97 holding.
Shine Investment Advisory Services first reported a position in UnitedHealth in Q1 2017 and has held it in 15 quarters since.
Shine Investment Advisory Services's UnitedHealth position peaked at $473K in Q3 2018.
2,239 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.