Torch Wealth Management’s UnitedHealth UNH Stock Holding History

Torch 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
2019 Q4	$313K	Hold	1,065	–	–	0.17%	90
2019 Q3	$231K	Hold	1,065	–	–	0.14%	98
2019 Q2	$260K	Sell	1,065 -60	-5%	-$14.4K	0.16%	94
2019 Q1	$278K	Sell	1,125 -25	-2%	-$6.38K	0.17%	92
2018 Q4	$286K	Sell	1,150 -50	-4%	-$13.2K	0.2%	80
2018 Q3	$319K	Hold	1,200	–	–	0.19%	89
2018 Q2	$294K	Buy	1,200 +100	+9%	+$24K	0.18%	88
2018 Q1	$235K	Sell	1,100 -100	-8%	-$22.8K	0.15%	95
2017 Q4	$265K	Buy	+1,200	New	+$254K	0.16%	95
2014 Q3	–	Sell	-1,000	Closed	-$82K	–	223
2014 Q2	$82K	Hold	1,000	–	–	0.06%	136
2014 Q1	$82K	Hold	1,000	–	–	0.06%	124
2013 Q4	$75K	Buy	+1,000	New	+$71.8K	0.06%	122

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Torch Wealth Management's UNH Position: Q4 2019 in Review

Torch Wealth Management held its UnitedHealth (UNH) position steady in Q4 2019 at 1,065 shares worth $313K. The position accounts for 0.17% of the portfolio, ranked #90.

Torch Wealth Management first reported a position in UNH in Q4 2013 and has held it in 12 quarters since. The position peaked at $319K in Q3 2018. 2,162 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

Torch Wealth Management held 1,065 shares of UnitedHealth worth $313K as of Q4 2019.
Torch Wealth Management left its UnitedHealth share count unchanged in Q4 2019.
UnitedHealth made up 0.17% of Torch Wealth Management's portfolio in Q4 2019, its #90 holding.
Torch Wealth Management first reported a position in UnitedHealth in Q4 2013 and has held it in 12 quarters since.
Torch Wealth Management's UnitedHealth position peaked at $319K in Q3 2018.
2,162 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.