Avalon Global Asset Management’s UnitedHealth UNH Stock Holding History

Avalon Global Asset 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 Q2	–	Sell	-12,500	Closed	-$3.58M	–	56
2020 Q1	$3.12M	Buy	12,500 +5,000	+67%	+$1.38M	1.47%	35
2019 Q4	$2.21M	Buy	+7,500	New	+$1.96M	0.48%	31
2019 Q3	–	Sell	-15,000	Closed	-$3.62M	–	47
2019 Q2	$3.66M	Buy	+15,000	New	+$3.61M	1.73%	28

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avalon Global Asset Management's UNH Position: Q2 2020 in Review

Avalon Global Asset Management sold out of UnitedHealth (UNH) in Q2 2020, closing a stake of 12,500 shares — an estimated $3.58M sold.

Avalon Global Asset Management first reported a position in UNH in Q2 2019 and held it in 3 quarters. The position peaked at $3.66M in Q2 2019. 2,208 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

Avalon Global Asset Management reported no remaining UnitedHealth position as of Q2 2020 after selling out during the quarter.
Avalon Global Asset Management sold 12,500 UnitedHealth shares in Q2 2020, an estimated $3.58M.
Avalon Global Asset Management first reported a position in UnitedHealth in Q2 2019 and held it in 3 quarters.
Avalon Global Asset Management's UnitedHealth position peaked at $3.66M in Q2 2019.
2,208 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on Avalon Global Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.