TrueWealth LLC’s UnitedHealth UNH Stock Holding History

TrueWealth LLC’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 Q2	$431K	Sell	1,462 -259	-15%	-$74.2K	0.18%	78
2020 Q1	$429K	Sell	1,721 -151	-8%	-$41.6K	0.21%	74
2019 Q4	$550K	Buy	1,872 +17	+0.9%	+$4.45K	0.22%	70
2019 Q3	$403K	Sell	1,855 -6	-0.3%	-$1.45K	0.17%	83
2019 Q2	$454K	Sell	1,861 -74	-4%	-$17.8K	0.2%	75
2019 Q1	$478K	Buy	1,935 +21	+1%	+$5.36K	0.22%	75
2018 Q4	$477K	Buy	1,914 +179	+10%	+$47.3K	0.24%	65
2018 Q3	$462K	Sell	1,735 -11	-0.6%	-$2.86K	0.21%	74
2018 Q2	$428K	Sell	1,746 -340	-16%	-$81.6K	0.2%	74
2018 Q1	$446K	Buy	2,086 +111	+6%	+$25.4K	0.22%	68
2017 Q4	$435K	Buy	+1,975	New	+$419K	0.2%	76

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

TrueWealth LLC's UNH Position: Q2 2020 in Review

TrueWealth LLC reduced its UnitedHealth (UNH) stake by 15% in Q2 2020, selling an estimated $74.2K and leaving 1,462 shares worth $431K. The position accounts for 0.18% of the portfolio, ranked #78.

TrueWealth LLC first reported a position in UNH in Q4 2017 and has held it in 11 quarters since. The position peaked at $550K in Q4 2019. 2,209 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

TrueWealth LLC held 1,462 shares of UnitedHealth worth $431K as of Q2 2020.
TrueWealth LLC sold 259 UnitedHealth shares in Q2 2020, an estimated $74.2K.
UnitedHealth made up 0.18% of TrueWealth LLC's portfolio in Q2 2020, its #78 holding.
TrueWealth LLC first reported a position in UnitedHealth in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's UnitedHealth position peaked at $550K in Q4 2019.
2,209 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.