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Advantage Investment Management’s UnitedHealth UNH Stock Holding History

Advantage Investment 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
2019
Q3 		$499K Sell
2,294
-176
-7% -$42.5K 0.39% 47
2019
Q2 		$603K Buy
2,470
+76
+3% +$18.3K 0.46% 37
2019
Q1 		$592K Sell
2,394
-784
-25% -$200K 0.46% 41
2018
Q4 		$792K Sell
3,178
-166
-5% -$43.9K 0.6% 29
2018
Q3 		$890K Buy
3,344
+727
+28% +$189K 0.58% 29
2018
Q2 		$642K Sell
2,617
-207
-7% -$49.7K 0.47% 45
2018
Q1 		$604K Sell
2,824
-224
-7% -$51.2K 0.23% 94
2017
Q4 		$672K Sell
3,048
-862
-22% -$183K 0.21% 99
2017
Q3 		$766K Buy
3,910
+763
+24% +$147K 0.25% 83
2017
Q2 		$584K Buy
3,147
+303
+11% +$53.1K 0.2% 93
2017
Q1 		$466K Buy
2,844
+913
+47% +$150K 0.18% 97
2016
Q4 		$309K Sell
1,931
-303
-14% -$45.3K 0.11% 117
2016
Q3 		$313K Sell
2,234
-278
-11% -$38.9K 0.11% 110
2016
Q2 		$355K Sell
2,512
-30
-1% -$4K 0.17% 101
2016
Q1 		$328K Hold
2,542
– – 0.14% 100
2015
Q4 		$299K Buy
2,542
+267
+12% +$31.2K 0.16% 107
2015
Q3 		$264K Sell
2,275
-32
-1% -$3.83K 0.15% 103
2015
Q2 		$281K Buy
2,307
+26
+1% +$3.08K 0.14% 114
2015
Q1 		$270K Buy
2,281
+1,083
+90% +$120K 0.15% 119
2014
Q4 		$121K Buy
+1,198
New +$114K 0.09% 184

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
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advantage Investment Management's UNH Position: Q3 2019 in Review

Advantage Investment Management reduced its UnitedHealth (UNH) stake by 7.1% in Q3 2019, selling an estimated $42.5K and leaving 2,294 shares worth $499K. The position accounts for 0.39% of the portfolio, ranked #47.

Advantage Investment Management first reported a position in UNH in Q4 2014 and has held it in 20 quarters since. The position peaked at $890K in Q3 2018. 1,931 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

  • Advantage Investment Management held 2,294 shares of UnitedHealth worth $499K as of Q3 2019.
  • Advantage Investment Management sold 176 UnitedHealth shares in Q3 2019, an estimated $42.5K.
  • UnitedHealth made up 0.39% of Advantage Investment Management's portfolio in Q3 2019, its #47 holding.
  • Advantage Investment Management first reported a position in UnitedHealth in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's UnitedHealth position peaked at $890K in Q3 2018.
  • 1,931 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.