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Brinker Capital’s UnitedHealth UNH Stock Holding History

Brinker Capital’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 		$21.6M Buy
73,064
+18,366
+34% +$5.26M 0.69% 20
2020
Q1 		$13.6M Sell
54,698
-1,769
-3% -$487K 0.54% 26
2019
Q4 		$16.6M Buy
56,467
+2,593
+5% +$678K 0.51% 27
2019
Q3 		$11.7M Buy
53,874
+5,367
+11% +$1.3M 0.4% 42
2019
Q2 		$11.8M Buy
48,507
+7,260
+18% +$1.75M 0.43% 38
2019
Q1 		$10.2M Buy
41,247
+59
+0.1% +$15K 0.39% 45
2018
Q4 		$10.3M Sell
41,188
-65
-0.2% -$17.2K 0.45% 37
2018
Q3 		$11M Buy
41,253
+11
+0% +$2.86K 0.4% 41
2018
Q2 		$10.1M Buy
41,242
+1,987
+5% +$477K 0.39% 42
2018
Q1 		$8.4M Buy
39,255
+4,129
+12% +$943K 0.33% 53
2017
Q4 		$7.74M Sell
35,126
-1,759
-5% -$373K 0.3% 61
2017
Q3 		$7.22M Buy
36,885
+7,778
+27% +$1.5M 0.3% 66
2017
Q2 		$5.4M Buy
29,107
+5,204
+22% +$913K 0.25% 93
2017
Q1 		$3.92M Buy
23,903
+2,807
+13% +$460K 0.18% 117
2016
Q4 		$3.38M Buy
21,096
+15,789
+298% +$2.36M 0.19% 121
2016
Q3 		$743K Sell
5,307
-453
-8% -$63.4K 0.07% 112
2016
Q2 		$813K Sell
5,760
-308
-5% -$41.1K 0.07% 96
2016
Q1 		$782K Buy
6,068
+92
+2% +$10.9K 0.07% 99
2015
Q4 		$703K Buy
+5,976
New +$698K 0.06% 104
2015
Q3 		– Sell
-30,861
Closed -$3.77M – 140
2015
Q2 		$3.77M Buy
30,861
+25,587
+485% +$3.03M 0.32% 50
2015
Q1 		$624K Sell
5,274
-344
-6% -$38.2K 0.06% 86
2014
Q4 		$568K Sell
5,618
-639
-10% -$60.6K 0.05% 107
2014
Q3 		$540K Buy
6,257
+73
+1% +$6.17K 0.04% 80
2014
Q2 		$505K Buy
6,184
+37
+0.6% +$2.91K 0.03% 97
2014
Q1 		$503K Buy
+6,147
New +$463K 0.04% 85

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brinker Capital's UNH Position: Q2 2020 in Review

Brinker Capital increased its UnitedHealth (UNH) stake by 34% in Q2 2020, buying an estimated $5.26M and bringing the position to 73,064 shares worth $21.6M. The position accounts for 0.69% of the portfolio, ranked #20.

Brinker Capital first reported a position in UNH in Q1 2014 and has held it in 25 quarters since. 2,209 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

  • Brinker Capital held 73,064 shares of UnitedHealth worth $21.6M as of Q2 2020.
  • Brinker Capital bought 18,366 UnitedHealth shares in Q2 2020, an estimated $5.26M.
  • UnitedHealth made up 0.69% of Brinker Capital's portfolio in Q2 2020, its #20 holding.
  • Brinker Capital first reported a position in UnitedHealth in Q1 2014 and has held it in 25 quarters since.
  • 2,209 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.