Bach Option’s UnitedHealth UNH Stock Holding History

Bach Option’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	$871K	Buy	+2,962	New	+$775K	0.37%	35
2019 Q3	–	Sell	-1,468	Closed	-$358K	–	94
2019 Q2	$358K	Buy	+1,468	New	+$353K	0.11%	67
2018 Q3	–	Sell	-1,154	Closed	-$283K	–	126
2018 Q2	$283K	Buy	+1,154	New	+$277K	0.13%	85
2017 Q3	–	Sell	-1,561	Closed	-$289K	–	110
2017 Q2	$289K	Buy	+1,561	New	+$274K	0.27%	65

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Bach Option's UNH Position: Q4 2019 in Review

Bach Option opened a new position in UnitedHealth (UNH) in Q4 2019: 2,962 shares worth $871K. The stake represents 0.37% of the portfolio and ranks #35 among its holdings. This is a return to the name: Bach Option previously reported a position in UNH as recently as Q2 2019.

Bach Option first reported a position in UNH in Q2 2017 and has held it in 4 quarters since. 2,162 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

Bach Option held 2,962 shares of UnitedHealth worth $871K as of Q4 2019.
UnitedHealth was a new Bach Option position in Q4 2019.
UnitedHealth made up 0.37% of Bach Option's portfolio in Q4 2019, its #35 holding.
Bach Option first reported a position in UnitedHealth in Q2 2017 and has held it in 4 quarters since.
2,162 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on Bach Option's 13F filing for Q4 2019, filed 29 Jan 2020.