United Asset Strategies’s UnitedHealth UNH Stock Holding History

United Asset Strategies’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 Q2	–	Sell	-2,940	Closed	-$727K	–	212
2019 Q1	$727K	Buy	2,940 +5	+0.2%	+$1.27K	0.17%	116
2018 Q4	$731K	Buy	2,935 +54	+2%	+$14.3K	0.2%	105
2018 Q3	$766K	Buy	2,881 +90	+3%	+$23.4K	0.18%	109
2018 Q2	$685K	Buy	2,791 +115	+4%	+$27.6K	0.18%	115
2018 Q1	$573K	Buy	2,676 +235	+10%	+$53.7K	0.17%	113
2017 Q4	$538K	Sell	2,441 -260	-10%	-$55.1K	0.14%	121
2017 Q3	$529K	Buy	+2,701	New	+$522K	0.3%	66
2015 Q1	–	Sell	-25,272	Closed	-$2.56M	–	133
2014 Q4	$2.56M	Sell	25,272 -14	-0.1%	-$1.33K	1.09%	36
2014 Q3	$2.18M	Buy	25,286 +2,887	+13%	+$244K	0.98%	44
2014 Q2	$1.83M	Buy	+22,399	New	+$1.76M	0.89%	44
2014 Q1	–	Sell	-41,125	Closed	-$3.1M	–	122
2013 Q4	$3.1M	Buy	41,125 +362	+0.9%	+$26K	2.13%	12
2013 Q3	$2.92M	Sell	40,763 -2,844	-7%	-$204K	1.85%	14
2013 Q2	$2.85M	Buy	+43,607	New	+$2.71M	1.88%	13

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

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

United Asset Strategies's UNH Position: Q2 2019 in Review

United Asset Strategies sold out of UnitedHealth (UNH) in Q2 2019, closing a stake of 2,940 shares — an estimated $727K sold.

United Asset Strategies first reported a position in UNH in Q2 2013 and held it in 13 quarters. The position peaked at $3.1M in Q4 2013. 1,965 funds tracked by Wall St. Rank hold UNH as of Q2 2019.

United Asset Strategies reported no remaining UnitedHealth position as of Q2 2019 after selling out during the quarter.
United Asset Strategies sold 2,940 UnitedHealth shares in Q2 2019, an estimated $727K.
United Asset Strategies first reported a position in UnitedHealth in Q2 2013 and held it in 13 quarters.
United Asset Strategies's UnitedHealth position peaked at $3.1M in Q4 2013.
1,965 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2019.

Based on United Asset Strategies's 13F filing for Q2 2019, filed 31 Jul 2019.