Acorn Advisory Capital’s UnitedHealth UNH Stock Holding History

Acorn Advisory Capital’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
2019 Q3	–	Sell	-1,500	Closed	-$366K	–	38
2019 Q2	$366K	Hold	1,500	–	–	0.48%	30
2019 Q1	$371K	Hold	1,500	–	–	0.66%	24
2018 Q4	$374K	Buy	+1,500	New	+$396K	1.34%	8

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorn Advisory Capital's UNH Position: Q3 2019 in Review

Acorn Advisory Capital sold out of UnitedHealth (UNH) in Q3 2019, closing a stake of 1,500 shares — an estimated $366K sold.

Acorn Advisory Capital first reported a position in UNH in Q4 2018 and held it in 3 quarters. The position peaked at $374K in Q4 2018. 1,931 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

Acorn Advisory Capital reported no remaining UnitedHealth position as of Q3 2019 after selling out during the quarter.
Acorn Advisory Capital sold 1,500 UnitedHealth shares in Q3 2019, an estimated $366K.
Acorn Advisory Capital first reported a position in UnitedHealth in Q4 2018 and held it in 3 quarters.
Acorn Advisory Capital's UnitedHealth position peaked at $374K in Q4 2018.
1,931 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Acorn Advisory Capital's 13F filing for Q3 2019, filed 6 Nov 2019.