ACM
UNH icon

Advent Capital Management’s UnitedHealth UNH Stock Holding History

Advent Capital 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
2020
Q3 		– Sell
-1,300
Closed -$383K – 186
2020
Q2 		$383K Sell
1,300
-1,200
-48% -$344K 0.01% 148
2020
Q1 		$623K Buy
+2,500
New +$688K 0.01% 172
2017
Q4 		– Sell
-3,926
Closed -$769K – 316
2017
Q3 		$769K Sell
3,926
-74
-2% -$14.3K 0.01% 183
2017
Q2 		$742K Buy
+4,000
New +$701K 0.01% 192

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advent Capital Management's UNH Position: Q3 2020 in Review

Advent Capital Management sold out of UnitedHealth (UNH) in Q3 2020, closing a stake of 1,300 shares — an estimated $383K sold.

Advent Capital Management first reported a position in UNH in Q2 2017 and held it in 4 quarters. The position peaked at $769K in Q3 2017. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

  • Advent Capital Management reported no remaining UnitedHealth position as of Q3 2020 after selling out during the quarter.
  • Advent Capital Management sold 1,300 UnitedHealth shares in Q3 2020, an estimated $383K.
  • Advent Capital Management first reported a position in UnitedHealth in Q2 2017 and held it in 4 quarters.
  • Advent Capital Management's UnitedHealth position peaked at $769K in Q3 2017.
  • 2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Advent Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.