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Shone Asset Management’s UnitedHealth UNH Stock Holding History

Shone Asset Management’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 		$446K Hold
1,275
– – 0.35% 28
2020
Q3 		$414K Sell
1,275
-130
-9% -$39.9K 0.37% 26
2020
Q2 		$426K Sell
1,405
-33
-2% -$9.46K 0.42% 25
2020
Q1 		$415K Buy
+1,438
New +$396K 0.49% 27

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shone Asset Management's UNH Position: Q4 2020 in Review

Shone Asset Management held its UnitedHealth (UNH) position steady in Q4 2020 at 1,275 shares worth $446K. The position accounts for 0.35% of the portfolio, ranked #28.

Shone Asset Management first reported a position in UNH in Q1 2020 and has held it in 4 quarters since. 2,466 funds tracked by Wall St. Rank hold UNH as of Q4 2020.

  • Shone Asset Management held 1,275 shares of UnitedHealth worth $446K as of Q4 2020.
  • Shone Asset Management left its UnitedHealth share count unchanged in Q4 2020.
  • UnitedHealth made up 0.35% of Shone Asset Management's portfolio in Q4 2020, its #28 holding.
  • Shone Asset Management first reported a position in UnitedHealth in Q1 2020 and has held it in 4 quarters since.
  • 2,466 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2020.

Based on Shone Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.