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Stearns Financial Services Group’s UnitedHealth UNH Stock Holding History

Stearns Financial Services Group’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 		$271K Sell
869
-12
-1% -$3.69K 0.04% 125
2020
Q2 		$260K Sell
881
-373
-30% -$107K 0.04% 115
2020
Q1 		$313K Buy
1,254
+327
+35% +$90K 0.06% 105
2019
Q4 		$273K Sell
927
-15
-2% -$3.92K 0.05% 113
2019
Q3 		$205K Buy
942
+3
+0.3% +$724 0.04% 128
2019
Q2 		$229K Buy
939
+3
+0.3% +$722 0.04% 119
2019
Q1 		$232K Sell
936
-455
-33% -$116K 0.04% 120
2018
Q4 		$347K Sell
1,391
-234
-14% -$61.8K 0.07% 99
2018
Q3 		$432K Buy
1,625
+49
+3% +$12.7K 0.1% 91
2018
Q2 		$387K Buy
1,576
+154
+11% +$37K 0.1% 89
2018
Q1 		$304K Sell
1,422
-371
-21% -$84.7K 0.07% 101
2017
Q4 		$395K Sell
1,793
-943
-34% -$200K 0.09% 93
2017
Q3 		$536K Sell
2,736
-1,985
-42% -$383K 0.13% 82
2017
Q2 		$875K Sell
4,721
-237
-5% -$41.6K 0.21% 63
2017
Q1 		$813K Sell
4,958
-42
-0.8% -$6.88K 0.2% 70
2016
Q4 		$800K Sell
5,000
-86
-2% -$12.8K 0.21% 67
2016
Q3 		$712K Buy
5,086
+966
+23% +$135K 0.19% 70
2016
Q2 		$582K Buy
4,120
+50
+1% +$6.67K 0.17% 77
2016
Q1 		$525K Sell
4,070
-85
-2% -$10.1K 0.16% 80
2015
Q4 		$489K Buy
4,155
+11
+0.3% +$1.29K 0.15% 83
2015
Q3 		$481K Buy
4,144
+9
+0.2% +$1.08K 0.16% 77
2015
Q2 		$504K Buy
4,135
+10
+0.2% +$1.18K 0.15% 79
2015
Q1 		$488K Sell
4,125
-373
-8% -$41.4K 0.15% 79
2014
Q4 		$455K Buy
4,498
+29
+0.6% +$2.75K 0.15% 81
2014
Q3 		$385K Buy
4,469
+211
+5% +$17.8K 0.14% 82
2014
Q2 		$348K Sell
4,258
-1,494
-26% -$118K 0.13% 86
2014
Q1 		$472K Buy
5,752
+273
+5% +$20.5K 0.18% 78
2013
Q4 		$413K Buy
5,479
+271
+5% +$19.5K 0.16% 81
2013
Q3 		$373K Buy
5,208
+16
+0.3% +$1.15K 0.16% 80
2013
Q2 		$340K Buy
+5,192
New +$323K 0.15% 82

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stearns Financial Services Group's UNH Position: Q3 2020 in Review

Stearns Financial Services Group reduced its UnitedHealth (UNH) stake by 1.4% in Q3 2020, selling an estimated $3.69K and leaving 869 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #125.

Stearns Financial Services Group first reported a position in UNH in Q2 2013 and has held it in 30 quarters since. The position peaked at $875K in Q2 2017. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

  • Stearns Financial Services Group held 869 shares of UnitedHealth worth $271K as of Q3 2020.
  • Stearns Financial Services Group sold 12 UnitedHealth shares in Q3 2020, an estimated $3.69K.
  • UnitedHealth made up 0.04% of Stearns Financial Services Group's portfolio in Q3 2020, its #125 holding.
  • Stearns Financial Services Group first reported a position in UnitedHealth in Q2 2013 and has held it in 30 quarters since.
  • Stearns Financial Services Group's UnitedHealth position peaked at $875K in Q2 2017.
  • 2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.