Squar Milner Financial Services’s UnitedHealth UNH Stock Holding History

Squar Milner Financial 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	–	Sell	-1,859	Closed	-$548K	–	182
2020 Q2	$548K	Sell	1,859 -8	-0.4%	-$2.29K	0.31%	91
2020 Q1	$465K	Sell	1,867 -468	-20%	-$129K	0.28%	71
2019 Q4	$686K	Sell	2,335 -1,335	-36%	-$349K	0.34%	60
2019 Q3	$1.14M	Buy	3,670 +969	+36%	+$234K	0.58%	44
2019 Q2	$659K	Buy	2,701 +628	+30%	+$151K	0.44%	42
2019 Q1	$512K	Buy	2,073 +47	+2%	+$12K	0.38%	54
2018 Q4	$505K	Buy	2,026 +60	+3%	+$15.8K	0.49%	43
2018 Q3	$523K	Buy	1,966 +115	+6%	+$29.9K	0.47%	49
2018 Q2	$454K	Buy	1,851 +40	+2%	+$9.61K	0.4%	59
2018 Q1	$388K	Buy	1,811 +16	+0.9%	+$3.65K	0.49%	61
2017 Q4	$444K	Buy	+1,795	New	+$380K	0.54%	56

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

Squar Milner Financial Services's UNH Position: Q3 2020 in Review

Squar Milner Financial Services sold out of UnitedHealth (UNH) in Q3 2020, closing a stake of 1,859 shares — an estimated $548K sold.

Squar Milner Financial Services first reported a position in UNH in Q4 2017 and held it in 11 quarters. The position peaked at $1.14M in Q3 2019. 2,239 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

Squar Milner Financial Services reported no remaining UnitedHealth position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,859 UnitedHealth shares in Q3 2020, an estimated $548K.
Squar Milner Financial Services first reported a position in UnitedHealth in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's UnitedHealth position peaked at $1.14M in Q3 2019.
2,239 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.