Beach Investment Management’s UnitedHealth UNH Stock Holding History

Beach Investment 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 Q1	$608K	Buy	+2,437	New	+$671K	2.11%	17

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

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

Beach Investment Management's UNH Position: Q1 2020 in Review

Beach Investment Management opened a new position in UnitedHealth (UNH) in Q1 2020: 2,437 shares worth $608K. The stake represents 2.11% of the portfolio and ranks #17 among its holdings.

2,120 funds tracked by Wall St. Rank hold UNH as of Q1 2020.

Beach Investment Management held 2,437 shares of UnitedHealth worth $608K as of Q1 2020.
UnitedHealth was a new Beach Investment Management position in Q1 2020.
UnitedHealth made up 2.11% of Beach Investment Management's portfolio in Q1 2020, its #17 holding.
2,120 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2020.

Based on Beach Investment Management's 13F filing for Q1 2020, filed 5 May 2020.