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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
Q3 		– Sell
-10,000
Closed -$2.95M – 52
2020
Q2 		$2.95M Buy
+10,000
New +$2.87M 0.96% 36
2019
Q4 		– Sell
-35,000
Closed -$7.61M – 44
2019
Q3 		$7.61M Buy
+35,000
New +$8.45M 2.6% 10

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
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.