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Sound View Wealth Advisors’s UnitedHealth UNH Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$790K Sell
3,196
-183
-5% -$46.7K 0.25% 104
2018
Q4 		$842K Buy
+3,379
New +$893K 0.31% 88

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sound View Wealth Advisors's UNH Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its UnitedHealth (UNH) stake by 5.4% in Q1 2019, selling an estimated $46.7K and leaving 3,196 shares worth $790K. The position accounts for 0.25% of the portfolio, ranked #104.

Sound View Wealth Advisors first reported a position in UNH in Q4 2018 and has held it in 2 quarters since. The position peaked at $842K in Q4 2018. 1,943 funds tracked by Wall St. Rank hold UNH as of Q1 2019.

  • Sound View Wealth Advisors held 3,196 shares of UnitedHealth worth $790K as of Q1 2019.
  • Sound View Wealth Advisors sold 183 UnitedHealth shares in Q1 2019, an estimated $46.7K.
  • UnitedHealth made up 0.25% of Sound View Wealth Advisors's portfolio in Q1 2019, its #104 holding.
  • Sound View Wealth Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's UnitedHealth position peaked at $842K in Q4 2018.
  • 1,943 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.