Willingdon Wealth Management’s UnitedHealth UNH Stock Holding History

Willingdon 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
2020 Q1	$3.57M	Sell	14,333 -14,269	-50%	-$3.93M	0.9%	39
2019 Q4	$8.41M	Buy	28,602 +77	+0.3%	+$20.1K	1.73%	17
2019 Q3	$6.2M	Buy	28,525 +436	+2%	+$105K	1.36%	19
2019 Q2	$6.85M	Buy	28,089 +431	+2%	+$104K	1.59%	14
2019 Q1	$6.84M	Buy	27,658 +8,284	+43%	+$2.11M	1.68%	11
2018 Q4	$4.83M	Buy	19,374 +10,191	+111%	+$2.69M	1.39%	12
2018 Q3	$2.44M	Buy	9,183 +951	+12%	+$247K	0.67%	65
2018 Q2	$2.02M	Buy	8,232 +3,922	+91%	+$942K	0.62%	74
2018 Q1	$922K	Buy	4,310 +4,234	+5,571%	+$967K	0.29%	96
2017 Q4	$17K	Sell	76 -19	-20%	-$4.03K	0.01%	208
2017 Q3	$19K	Buy	+95	New	+$18.4K	0.01%	195

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

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

Willingdon Wealth Management's UNH Position: Q1 2020 in Review

Willingdon Wealth Management reduced its UnitedHealth (UNH) stake by 50% in Q1 2020, selling an estimated $3.93M and leaving 14,333 shares worth $3.57M. The position accounts for 0.9% of the portfolio, ranked #39.

Willingdon Wealth Management first reported a position in UNH in Q3 2017 and has held it in 11 quarters since. The position peaked at $8.41M in Q4 2019. 2,120 funds tracked by Wall St. Rank hold UNH as of Q1 2020.

Willingdon Wealth Management held 14,333 shares of UnitedHealth worth $3.57M as of Q1 2020.
Willingdon Wealth Management sold 14,269 UnitedHealth shares in Q1 2020, an estimated $3.93M.
UnitedHealth made up 0.9% of Willingdon Wealth Management's portfolio in Q1 2020, its #39 holding.
Willingdon Wealth Management first reported a position in UnitedHealth in Q3 2017 and has held it in 11 quarters since.
Willingdon Wealth Management's UnitedHealth position peaked at $8.41M in Q4 2019.
2,120 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.