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	Hold	2,000	–	–	0.15%	79
2019 Q2	$488K	Sell	2,000 -200	-9%	-$48.1K	2.38%	8
2019 Q1	$544K	Sell	2,200 -620,600	-100%	-$158M	2.9%	4
2018 Q4	$2.5K	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 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

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 6 quarters. The position peaked at $665K in Q3 2018. 2,120 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 6 quarters.
Ackerman Capital Advisors's UnitedHealth position peaked at $665K in Q3 2018.
2,120 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.