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Stewardship Financial Advisors’s UnitedHealth UNH Stock Holding History

Stewardship Financial 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
Q3 		– Sell
-990
Closed -$242K – 75
2019
Q2 		$242K Buy
990
+13
+1% +$3.13K 0.1% 47
2019
Q1 		$242K Hold
977
– – 0.11% 44
2018
Q4 		$243K Buy
977
+8
+0.8% +$2.11K 0.12% 41
2018
Q3 		$258K Buy
+969
New +$252K 0.12% 43

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Stewardship Financial Advisors's UNH Position: Q3 2019 in Review

Stewardship Financial Advisors sold out of UnitedHealth (UNH) in Q3 2019, closing a stake of 990 shares — an estimated $242K sold.

Stewardship Financial Advisors first reported a position in UNH in Q3 2018 and held it in 4 quarters. The position peaked at $258K in Q3 2018. 1,931 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

  • Stewardship Financial Advisors reported no remaining UnitedHealth position as of Q3 2019 after selling out during the quarter.
  • Stewardship Financial Advisors sold 990 UnitedHealth shares in Q3 2019, an estimated $242K.
  • Stewardship Financial Advisors first reported a position in UnitedHealth in Q3 2018 and held it in 4 quarters.
  • Stewardship Financial Advisors's UnitedHealth position peaked at $258K in Q3 2018.
  • 1,931 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Stewardship Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.