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Boston Advisors’s UnitedHealth UNH Stock Holding History

Boston Advisors’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
Q3 		$5.99M Sell
27,579
-4,307
-14% -$1.04M 0.31% 90
2019
Q2 		$7.78M Sell
31,886
-11
-0% -$2.65K 0.42% 55
2019
Q1 		$7.89M Sell
31,897
-1,818
-5% -$464K 0.4% 62
2018
Q4 		$8.4M Buy
33,715
+1,420
+4% +$375K 0.49% 50
2018
Q3 		$8.59M Sell
32,295
-74,936
-70% -$19.5M 0.37% 64
2018
Q2 		$26.3M Sell
107,231
-168,896
-61% -$40.6M 0.66% 31
2018
Q1 		$59.1M Sell
276,127
-85,924
-24% -$19.6M 1.51% 8
2017
Q4 		$79.8M Buy
362,051
+4,185
+1% +$887K 1.72% 6
2017
Q3 		$70.1M Sell
357,866
-14,165
-4% -$2.74M 1.59% 6
2017
Q2 		$69M Buy
372,031
+11,568
+3% +$2.03M 1.59% 7
2017
Q1 		$59.1M Sell
360,463
-53,502
-13% -$8.76M 1.39% 7
2016
Q4 		$66.3M Sell
413,965
-28,203
-6% -$4.21M 1.59% 6
2016
Q3 		$61.9M Buy
442,168
+2,853
+0.6% +$400K 1.53% 7
2016
Q2 		$62M Sell
439,315
-2,151
-0.5% -$287K 1.55% 6
2016
Q1 		$56.9M Buy
441,466
+27,860
+7% +$3.3M 1.4% 10
2015
Q4 		$48.7M Buy
413,606
+199,662
+93% +$23.3M 1.14% 14
2015
Q3 		$24.8M Buy
213,944
+17,590
+9% +$2.11M 0.93% 12
2015
Q2 		$24M Buy
196,354
+30,254
+18% +$3.58M 1% 14
2015
Q1 		$19.6M Buy
166,100
+7,200
+5% +$800K 0.78% 30
2014
Q4 		$16.1M Sell
158,900
-4,400
-3% -$417K 0.68% 49
2014
Q3 		$14.1M Sell
163,300
-100
-0.1% -$8.45K 0.6% 52
2014
Q2 		$13.4M Buy
163,400
+4,200
+3% +$330K 0.57% 52
2014
Q1 		$13.1M Sell
159,200
-5,000
-3% -$376K 0.58% 55
2013
Q4 		$12.4M Sell
164,200
-1,000
-0.6% -$71.8K 0.59% 56
2013
Q3 		$11.8M Sell
165,200
-100,600
-38% -$7.2M 0.63% 54
2013
Q2 		$17.4M Buy
+265,800
New +$16.5M 0.84% 36

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Boston Advisors's UNH Position: Q3 2019 in Review

Boston Advisors reduced its UnitedHealth (UNH) stake by 14% in Q3 2019, selling an estimated $1.04M and leaving 27,579 shares worth $5.99M. The position accounts for 0.31% of the portfolio, ranked #90.

Boston Advisors first reported a position in UNH in Q2 2013 and has held it in 26 quarters since. The position peaked at $79.8M in Q4 2017. 1,932 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

  • Boston Advisors held 27,579 shares of UnitedHealth worth $5.99M as of Q3 2019.
  • Boston Advisors sold 4,307 UnitedHealth shares in Q3 2019, an estimated $1.04M.
  • UnitedHealth made up 0.31% of Boston Advisors's portfolio in Q3 2019, its #90 holding.
  • Boston Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's UnitedHealth position peaked at $79.8M in Q4 2017.
  • 1,932 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.