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Asymmetry Capital Management’s UnitedHealth UNH Stock Holding History

Asymmetry 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
2021
Q4 		$13.5M Buy
+26,844
New +$12.2M 7.16% 3
2021
Q2 		– Sell
-29,357
Closed -$10.9M – 34
2021
Q1 		$10.9M Buy
+29,357
New +$10.2M 5.65% 7
2020
Q4 		– Sell
-18,666
Closed -$5.82M – 43
2020
Q3 		$5.82M Buy
18,666
+5,762
+45% +$1.77M 3.74% 13
2020
Q2 		$3.81M Sell
12,904
-2,907
-18% -$833K 2.92% 13
2020
Q1 		$3.94M Buy
15,811
+9,397
+147% +$2.59M 4.31% 9
2019
Q4 		$1.89M Buy
+6,414
New +$1.68M 3.38% 11
2019
Q3 		– Sell
-30,767
Closed -$7.51M – 36
2019
Q2 		$7.51M Buy
30,767
+19,903
+183% +$4.79M 4.07% 10
2019
Q1 		$2.69M Buy
10,864
+3,980
+58% +$1.01M 4.49% 10
2018
Q4 		$1.72M Sell
6,884
-8,460
-55% -$2.23M 4.74% 8
2018
Q3 		$4.08M Buy
15,344
+892
+6% +$232K 3.77% 8
2018
Q2 		$3.55M Sell
14,452
-3,066
-18% -$736K 3.49% 9
2018
Q1 		$3.75M Sell
17,518
-2,888
-14% -$660K 4.69% 6
2017
Q4 		$4.5M Sell
20,406
-4,656
-19% -$987K 6.11% 7
2017
Q3 		$4.91M Sell
25,062
-856
-3% -$165K 5.69% 5
2017
Q2 		$4.81M Buy
25,918
+526
+2% +$92.2K 5.7% 5
2017
Q1 		$4.17M Buy
25,392
+9,733
+62% +$1.59M 5.81% 9
2016
Q4 		$2.51M Sell
15,659
-12,069
-44% -$1.8M 4.66% 10
2016
Q3 		$3.88M Buy
27,728
+4,080
+17% +$571K 6.75% 7
2016
Q2 		$3.34M Buy
23,648
+5,748
+32% +$766K 6.12% 7
2016
Q1 		$2.31M Sell
17,900
-17,786
-50% -$2.1M 6.01% 7
2015
Q4 		$4.2M Buy
+35,686
New +$4.17M 6.35% 7

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Asymmetry Capital Management's UNH Position: Q4 2021 in Review

Asymmetry Capital Management opened a new position in UnitedHealth (UNH) in Q4 2021: 26,844 shares worth $13.5M. The stake represents 7.16% of the portfolio and ranks #3 among its holdings. This is a return to the name: Asymmetry Capital Management previously reported a position in UNH as recently as Q1 2021.

Asymmetry Capital Management first reported a position in UNH in Q4 2015 and has held it in 21 quarters since. 2,901 funds tracked by Wall St. Rank hold UNH as of Q4 2021.

  • Asymmetry Capital Management held 26,844 shares of UnitedHealth worth $13.5M as of Q4 2021.
  • UnitedHealth was a new Asymmetry Capital Management position in Q4 2021.
  • UnitedHealth made up 7.16% of Asymmetry Capital Management's portfolio in Q4 2021, its #3 holding.
  • Asymmetry Capital Management first reported a position in UnitedHealth in Q4 2015 and has held it in 21 quarters since.
  • 2,901 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2021.

Based on Asymmetry Capital Management's 13F filing for Q4 2021, filed 19 Jan 2022.