AL
UNH icon

AJO LP’s UnitedHealth UNH Stock Holding History

AJO LP’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
Q4 		– Sell
-40,629
Closed -$8.83M – 678
2019
Q3 		$8.83M Sell
40,629
-24,797
-38% -$5.98M 0.05% 236
2019
Q2 		$16M Sell
65,426
-65,655
-50% -$15.8M 0.08% 191
2019
Q1 		$32.4M Sell
131,081
-24,304
-16% -$6.2M 0.17% 149
2018
Q4 		$38.7M Buy
155,385
+29,365
+23% +$7.76M 0.22% 119
2018
Q3 		$33.5M Buy
126,020
+64,813
+106% +$16.9M 0.16% 143
2018
Q2 		$15M Sell
61,207
-9,316
-13% -$2.24M 0.07% 197
2018
Q1 		$15.1M Sell
70,523
-8,093
-10% -$1.85M 0.07% 200
2017
Q4 		$17.3M Sell
78,616
-8,004
-9% -$1.7M 0.07% 186
2017
Q3 		$17M Sell
86,620
-11,509
-12% -$2.22M 0.07% 198
2017
Q2 		$18.2M Buy
98,129
+5,026
+5% +$881K 0.08% 186
2017
Q1 		$15.3M Sell
93,103
-3,521
-4% -$577K 0.06% 174
2016
Q4 		$15.5M Buy
96,624
+59,329
+159% +$8.86M 0.06% 171
2016
Q3 		$5.22M Buy
37,295
+1,127
+3% +$158K 0.02% 275
2016
Q2 		$5.11M Hold
36,168
– – 0.02% 272
2016
Q1 		$4.66M Sell
36,168
-682
-2% -$80.7K 0.02% 283
2015
Q4 		$4.33M Sell
36,850
-1,550
-4% -$181K 0.02% 298
2015
Q3 		$4.46M Hold
38,400
– – 0.02% 309
2015
Q2 		$4.68M Buy
38,400
+1,400
+4% +$166K 0.02% 315
2015
Q1 		$4.38M Buy
37,000
+2,990
+9% +$332K 0.02% 306
2014
Q4 		$3.44M Sell
34,010
-124,290
-79% -$11.8M 0.01% 303
2014
Q3 		$13.7M Hold
158,300
– – 0.06% 167
2014
Q2 		$12.9M Sell
158,300
-1,500
-0.9% -$118K 0.06% 182
2014
Q1 		$13.1M Sell
159,800
-2,000
-1% -$151K 0.06% 175
2013
Q4 		$12.2M Buy
+161,800
New +$11.6M 0.05% 189
2013
Q3 		– Sell
-10,300
Closed -$674K – 567
2013
Q2 		$674K Buy
+10,300
New +$641K ﹤0.01% 446

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

AJO LP's UNH Position: Q4 2019 in Review

AJO LP sold out of UnitedHealth (UNH) in Q4 2019, closing a stake of 40,629 shares — an estimated $8.83M sold.

AJO LP first reported a position in UNH in Q2 2013 and held it in 25 quarters. The position peaked at $38.7M in Q4 2018. 2,162 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

  • AJO LP reported no remaining UnitedHealth position as of Q4 2019 after selling out during the quarter.
  • AJO LP sold 40,629 UnitedHealth shares in Q4 2019, an estimated $8.83M.
  • AJO LP first reported a position in UnitedHealth in Q2 2013 and held it in 25 quarters.
  • AJO LP's UnitedHealth position peaked at $38.7M in Q4 2018.
  • 2,162 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on AJO LP's 13F filing for Q4 2019, filed 12 Feb 2020.