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Vaughan & Co Securities’s UnitedHealth UNH Stock Holding History

Vaughan & Co Securities’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 		– Sell
-100
Closed -$24.9K – 141
2020
Q1 		$24.9K Hold
100
– – 0.03% 108
2019
Q4 		$29.4K Buy
+100
New +$26.2K 0.03% 109

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vaughan & Co Securities's UNH Position: Q2 2020 in Review

Vaughan & Co Securities sold out of UnitedHealth (UNH) in Q2 2020, closing a stake of 100 shares — an estimated $24.9K sold.

Vaughan & Co Securities first reported a position in UNH in Q4 2019 and held it in 2 quarters. The position peaked at $29.4K in Q4 2019. 2,208 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

  • Vaughan & Co Securities reported no remaining UnitedHealth position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 100 UnitedHealth shares in Q2 2020, an estimated $24.9K.
  • Vaughan & Co Securities first reported a position in UnitedHealth in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's UnitedHealth position peaked at $29.4K in Q4 2019.
  • 2,208 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.