Truvvo Partners’s UnitedHealth UNH Stock Holding History

Truvvo Partners’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	–	Sell	-1,059	Closed	-$330K	–	40
2020 Q3	$330K	Sell	1,059 -890	-46%	-$273K	0.25%	24
2020 Q2	$575K	Buy	1,949 +507	+35%	+$145K	0.45%	22
2020 Q1	$360K	Sell	1,442 -250	-15%	-$68.8K	0.33%	24
2019 Q4	$497K	Sell	1,692 -1,200	-41%	-$314K	0.26%	23
2019 Q3	$628K	Hold	2,892	–	–	0.35%	24
2019 Q2	$706K	Buy	+2,892	New	+$696K	0.39%	24
2019 Q1	–	Sell	-3,605	Closed	-$898K	–	42
2018 Q4	$898K	Sell	3,605 -315	-8%	-$83.2K	0.64%	19
2018 Q3	$1.04M	Hold	3,920	–	–	0.65%	17
2018 Q2	$962K	Sell	3,920 -7,380	-65%	-$1.77M	0.63%	22
2018 Q1	$2.42M	Hold	11,300	–	–	0.89%	29
2017 Q4	$2.49M	Hold	11,300	–	–	0.84%	28
2017 Q3	$2.21M	Hold	11,300	–	–	0.74%	34
2017 Q2	$2.1M	Hold	11,300	–	–	0.76%	35
2017 Q1	$1.85M	Buy	11,300 +500	+5%	+$81.9K	0.83%	28
2016 Q4	$1.73K	Hold	10,800	–	–	0.6%	34
2016 Q3	$1.51M	Hold	10,800	–	–	0.68%	35
2016 Q2	$1.52M	Buy	10,800 +4,900	+83%	+$653K	0.78%	34
2016 Q1	$761K	Sell	5,900 -500	-8%	-$59.1K	0.34%	49
2015 Q4	$753K	Buy	+6,400	New	+$748K	0.39%	55

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Truvvo Partners's UNH Position: Q4 2020 in Review

Truvvo Partners sold out of UnitedHealth (UNH) in Q4 2020, closing a stake of 1,059 shares — an estimated $330K sold.

Truvvo Partners first reported a position in UNH in Q4 2015 and held it in 19 quarters. The position peaked at $2.49M in Q4 2017. 2,466 funds tracked by Wall St. Rank hold UNH as of Q4 2020.

Truvvo Partners reported no remaining UnitedHealth position as of Q4 2020 after selling out during the quarter.
Truvvo Partners sold 1,059 UnitedHealth shares in Q4 2020, an estimated $330K.
Truvvo Partners first reported a position in UnitedHealth in Q4 2015 and held it in 19 quarters.
Truvvo Partners's UnitedHealth position peaked at $2.49M in Q4 2017.
2,466 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2020.

Based on Truvvo Partners's 13F filing for Q4 2020, filed 16 Feb 2021.