Aperio Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $306M | Buy |
873,394
+15,621
| +2% | +$5.24M | 0.91% | 10 |
|
|
2020
Q3 | $267M | Buy |
857,773
+14,704
| +2% | +$4.52M | 0.9% | 11 |
|
|
2020
Q2 | $249M | Buy |
843,069
+9,060
| +1% | +$2.6M | 0.92% | 10 |
|
|
2020
Q1 | $208M | Sell |
834,009
-3,922
| -0.5% | -$1.08M | 0.92% | 12 |
|
|
2019
Q4 | $246M | Buy |
837,931
+28,742
| +4% | +$7.52M | 0.89% | 11 |
|
|
2019
Q3 | $176M | Sell |
809,189
-14,712
| -2% | -$3.55M | 0.7% | 22 |
|
|
2019
Q2 | $201M | Sell |
823,901
-20,832
| -2% | -$5.01M | 0.82% | 12 |
|
|
2019
Q1 | $209M | Sell |
844,733
-17,214
| -2% | -$4.39M | 0.9% | 12 |
|
|
2018
Q4 | $215M | Sell |
861,947
-6,408
| -0.7% | -$1.69M | 1.08% | 7 |
|
|
2018
Q3 | $231M | Buy |
868,355
+10,000
| +1% | +$2.6M | 1.02% | 8 |
|
|
2018
Q2 | $211M | Buy |
858,355
+21,787
| +3% | +$5.23M | 1.01% | 8 |
|
|
2018
Q1 | $179M | Buy |
836,568
+19,918
| +2% | +$4.55M | 0.89% | 10 |
|
|
2017
Q4 | $180M | Buy |
816,650
+27,207
| +3% | +$5.77M | 0.91% | 10 |
|
|
2017
Q3 | $155M | Buy |
789,443
+50,811
| +7% | +$9.82M | 0.87% | 9 |
|
|
2017
Q2 | $137M | Buy |
738,632
+45,208
| +7% | +$7.93M | 0.84% | 9 |
|
|
2017
Q1 | $114M | Buy |
693,424
+38,702
| +6% | +$6.34M | 0.78% | 12 |
|
|
2016
Q4 | $105M | Sell |
654,722
-48,467
| -7% | -$7.24M | 0.8% | 13 |
|
|
2016
Q3 | $98.4M | Buy |
703,189
+27,598
| +4% | +$3.87M | 0.71% | 19 |
|
|
2016
Q2 | $95.4M | Buy |
675,591
+32,509
| +5% | +$4.33M | 0.75% | 14 |
|
|
2016
Q1 | $82.9M | Buy |
643,082
+40,859
| +7% | +$4.83M | 0.71% | 17 |
|
|
2015
Q4 | $70.8M | Buy |
602,223
+31,096
| +5% | +$3.63M | 0.65% | 21 |
|
|
2015
Q3 | $66.3M | Buy |
571,127
+39,699
| +7% | +$4.75M | 0.67% | 18 |
|
|
2015
Q2 | $64.8M | Buy |
531,428
+33,720
| +7% | +$3.99M | 0.67% | 18 |
|
|
2015
Q1 | $58.9M | Buy |
497,708
+44,272
| +10% | +$4.92M | 0.66% | 17 |
|
|
2014
Q4 | $45.8M | Buy |
453,436
+35,281
| +8% | +$3.34M | 0.56% | 26 |
|
|
2014
Q3 | $36.1M | Buy |
418,155
+74,702
| +22% | +$6.31M | 0.49% | 31 |
|
|
2014
Q2 | $28.1M | Buy |
343,453
+18,983
| +6% | +$1.49M | 0.41% | 42 |
|
|
2014
Q1 | $26.6M | Buy |
+324,470
| New | +$24.4M | 0.37% | 38 |
|
|
2013
Q4 | – | Sell |
-249,234
| Closed | -$17.9M | – | 49 |
|
|
2013
Q3 | $17.8M | Buy |
249,234
+29,607
| +13% | +$2.12M | 0.34% | 47 |
|
|
2013
Q2 | $14.4M | Buy |
+219,627
| New | +$13.7M | 0.34% | 47 |
|
Other funds holding UNH
Aperio Group's UNH Position: Q4 2020 in Review
Aperio Group increased its UnitedHealth (UNH) stake by 1.8% in Q4 2020, buying an estimated $5.24M and bringing the position to 873,394 shares worth $306M. The position accounts for 0.91% of the portfolio, ranked #10.
Aperio Group first reported a position in UNH in Q2 2013 and has held it in 30 quarters since. 2,467 funds tracked by Wall St. Rank hold UNH as of Q4 2020.
- Aperio Group held 873,394 shares of UnitedHealth worth $306M as of Q4 2020.
- Aperio Group bought 15,621 UnitedHealth shares in Q4 2020, an estimated $5.24M.
- UnitedHealth made up 0.91% of Aperio Group's portfolio in Q4 2020, its #10 holding.
- Aperio Group first reported a position in UnitedHealth in Q2 2013 and has held it in 30 quarters since.
- 2,467 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.