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Ackerman Capital Advisors’s UnitedHealth UNH Stock Holding History

Ackerman Capital Advisors’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 		– Sell
-1,500
Closed -$441K – 192
2019
Q4 		$441K Sell
1,500
-500
-25% -$131K 0.13% 103
2019
Q3 		$435K Buy
+2,000
New +$483K 0.15% 79
2018
Q4 		$2.5M Buy
622,800
+620,300
+24,812% +$164M 0.19% 64
2018
Q3 		$665K Buy
+2,500
New +$650K 2.3% 9

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ackerman Capital Advisors's UNH Position: Q1 2020 in Review

Ackerman Capital Advisors sold out of UnitedHealth (UNH) in Q1 2020, closing a stake of 1,500 shares — an estimated $441K sold.

Ackerman Capital Advisors first reported a position in UNH in Q3 2018 and held it in 4 quarters. The position peaked at $2.5M in Q4 2018. 2,119 funds tracked by Wall St. Rank hold UNH as of Q1 2020.

  • Ackerman Capital Advisors reported no remaining UnitedHealth position as of Q1 2020 after selling out during the quarter.
  • Ackerman Capital Advisors sold 1,500 UnitedHealth shares in Q1 2020, an estimated $441K.
  • Ackerman Capital Advisors first reported a position in UnitedHealth in Q3 2018 and held it in 4 quarters.
  • Ackerman Capital Advisors's UnitedHealth position peaked at $2.5M in Q4 2018.
  • 2,119 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2020.

Based on Ackerman Capital Advisors's 13F filing for Q1 2020, filed 14 Aug 2020.