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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 		$374K Buy
+1,500
New +$413K 0.09% 93

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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.