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SVA Wealth Management’s UnitedHealth UNH Stock Holding History

SVA Wealth 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 		$879K Buy
2,505
+290
+13% +$97.2K 0.08% 131
2020
Q3 		$691K Sell
2,215
-28
-1% -$8.6K 0.07% 135
2020
Q2 		$662K Sell
2,243
-96
-4% -$27.5K 0.07% 135
2020
Q1 		$583K Sell
2,339
-140
-6% -$38.5K 0.07% 137
2019
Q4 		$729K Hold
2,479
– – 0.07% 133
2019
Q3 		$539K Hold
2,479
– – 0.05% 143
2019
Q2 		$605K Buy
2,479
+51
+2% +$12.3K 0.06% 139
2019
Q1 		$600K Buy
2,428
+56
+2% +$14.3K 0.06% 143
2018
Q4 		$591K Sell
2,372
-159
-6% -$42K 0.07% 137
2018
Q3 		$673K Buy
2,531
+1,053
+71% +$274K 0.07% 139
2018
Q2 		$363K Sell
1,478
-487
-25% -$117K 0.04% 171
2018
Q1 		$385K Buy
1,965
+50
+3% +$11.4K 0.05% 160
2017
Q4 		$422K Sell
1,915
-50
-3% -$10.6K 0.05% 156
2017
Q3 		$385K Sell
1,965
-200
-9% -$38.6K 0.05% 160
2017
Q2 		$401K Hold
2,165
– – 0.05% 149
2017
Q1 		$355K Sell
2,165
-307
-12% -$50.3K 0.05% 151
2016
Q4 		$396K Sell
2,472
-820
-25% -$122K 0.06% 152
2016
Q3 		$461K Buy
3,292
+440
+15% +$61.6K 0.07% 140
2016
Q2 		$403K Sell
2,852
-545
-16% -$72.7K 0.07% 152
2016
Q1 		$438K Buy
3,397
+23
+0.7% +$2.72K 0.07% 148
2015
Q4 		$397K Buy
+3,374
New +$394K 0.07% 166

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

SVA Wealth Management's UNH Position: Q4 2020 in Review

SVA Wealth Management increased its UnitedHealth (UNH) stake by 13% in Q4 2020, buying an estimated $97.2K and bringing the position to 2,505 shares worth $879K. The position accounts for 0.08% of the portfolio, ranked #131.

SVA Wealth Management first reported a position in UNH in Q4 2015 and has held it in 21 quarters since. 2,466 funds tracked by Wall St. Rank hold UNH as of Q4 2020.

  • SVA Wealth Management held 2,505 shares of UnitedHealth worth $879K as of Q4 2020.
  • SVA Wealth Management bought 290 UnitedHealth shares in Q4 2020, an estimated $97.2K.
  • UnitedHealth made up 0.08% of SVA Wealth Management's portfolio in Q4 2020, its #131 holding.
  • SVA Wealth Management first reported a position in UnitedHealth in Q4 2015 and has held it in 21 quarters since.
  • 2,466 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.