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Winslow Evans & Crocker’s UnitedHealth UNH Stock Holding History

Winslow Evans & Crocker’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 		$4.51M Buy
13,741
+1,237
+10% +$415K 0.86% 23
2020
Q3 		$3.9M Sell
12,504
-781
-6% -$240K 0.97% 16
2020
Q2 		$3.92M Buy
13,285
+707
+6% +$203K 1.05% 16
2020
Q1 		$3.14M Buy
12,578
+928
+8% +$255K 1.03% 17
2019
Q4 		$3.43M Buy
11,650
+4,834
+71% +$1.26M 0.87% 22
2019
Q3 		$1.48M Sell
6,816
-136
-2% -$32.8K 0.41% 56
2019
Q2 		$1.7M Buy
6,952
+108
+2% +$26K 0.47% 49
2019
Q1 		$1.69M Sell
6,844
-1,860
-21% -$474K 0.48% 48
2018
Q4 		$2.17M Buy
8,704
+2,784
+47% +$735K 0.73% 31
2018
Q3 		$1.58M Buy
5,920
+530
+10% +$138K 0.48% 48
2018
Q2 		$1.32M Buy
5,390
+22
+0.4% +$5.28K 0.42% 55
2018
Q1 		$1.15M Buy
5,368
+376
+8% +$85.9K 0.37% 64
2017
Q4 		$1.1M Buy
4,992
+1,852
+59% +$392K 0.35% 70
2017
Q3 		$615K Sell
3,140
-1,338
-30% -$258K 0.2% 116
2017
Q2 		$813K Buy
4,478
+1,478
+49% +$259K 0.22% 102
2017
Q1 		$492K Sell
3,000
-304
-9% -$49.8K 0.15% 145
2016
Q4 		$529K Sell
3,304
-976
-23% -$146K 0.16% 144
2016
Q3 		$599K Hold
4,280
– – 0.17% 130
2016
Q2 		$604K Sell
4,280
-133
-3% -$17.7K 0.18% 126
2016
Q1 		$569K Buy
4,413
+753
+21% +$89.1K 0.17% 126
2015
Q4 		$430K Sell
3,660
-3,304
-47% -$386K 0.12% 177
2015
Q3 		$808K Buy
6,964
+2
+0% +$239 0.25% 87
2015
Q2 		$849K Sell
6,962
-116
-2% -$13.7K 0.24% 99
2015
Q1 		$837K Buy
7,078
+5,618
+385% +$624K 0.24% 95
2014
Q4 		$147K Buy
1,460
+160
+12% +$15.2K 0.04% 338
2014
Q3 		$112K Buy
1,300
+133
+11% +$11.2K 0.03% 406
2014
Q2 		$95.4K Hold
1,167
– – 0.03% 370
2014
Q1 		$95.7K Sell
1,167
-100
-8% -$7.53K 0.03% 356
2013
Q4 		$95K Buy
+1,267
New +$91K 0.03% 380

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winslow Evans & Crocker's UNH Position: Q4 2020 in Review

Winslow Evans & Crocker increased its UnitedHealth (UNH) stake by 9.9% in Q4 2020, buying an estimated $415K and bringing the position to 13,741 shares worth $4.51M. The position accounts for 0.86% of the portfolio, ranked #23.

Winslow Evans & Crocker first reported a position in UNH in Q4 2013 and has held it in 29 quarters since. 2,466 funds tracked by Wall St. Rank hold UNH as of Q4 2020.

  • Winslow Evans & Crocker held 13,741 shares of UnitedHealth worth $4.51M as of Q4 2020.
  • Winslow Evans & Crocker bought 1,237 UnitedHealth shares in Q4 2020, an estimated $415K.
  • UnitedHealth made up 0.86% of Winslow Evans & Crocker's portfolio in Q4 2020, its #23 holding.
  • Winslow Evans & Crocker first reported a position in UnitedHealth in Q4 2013 and has held it in 29 quarters since.
  • 2,466 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.