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C WorldWide Group’s UnitedHealth UNH Stock Holding History

C WorldWide Group’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
-3,722
Closed -$1.1M – 99
2020
Q2 		$1.1M Hold
3,722
– – 0.01% 73
2020
Q1 		$928K Sell
3,722
-4,292
-54% -$1.18M 0.01% 76
2019
Q4 		$2.36M Buy
8,014
+1,381
+21% +$361K 0.03% 63
2019
Q3 		$1.44M Hold
6,633
– – 0.02% 64
2019
Q2 		$1.62M Sell
6,633
-138,987
-95% -$33.4M 0.02% 66
2019
Q1 		$36M Sell
145,620
-13,296
-8% -$3.39M 0.46% 20
2018
Q4 		$39.6M Hold
158,916
– – 0.57% 20
2018
Q3 		$42.3M Sell
158,916
-5,688
-3% -$1.48M 0.54% 20
2018
Q2 		$40.4M Sell
164,604
-13,910
-8% -$3.34M 0.56% 20
2018
Q1 		$38.2M Sell
178,514
-9,110
-5% -$2.08M 0.59% 21
2017
Q4 		$41.4M Sell
187,624
-11,939
-6% -$2.53M 0.6% 22
2017
Q3 		$39.1M Sell
199,563
-7,591
-4% -$1.47M 0.56% 23
2017
Q2 		$38.4M Sell
207,154
-36,228
-15% -$6.35M 0.58% 24
2017
Q1 		$39.9M Hold
243,382
– – 0.68% 18
2016
Q4 		$39M Sell
243,382
-26,318
-10% -$3.93M 0.75% 18
2016
Q3 		$37.8M Sell
269,700
-70,458
-21% -$9.87M 0.67% 20
2016
Q2 		$48M Hold
340,158
– – 0.92% 17
2016
Q1 		$43.8M Hold
340,158
– – 0.85% 18
2015
Q4 		$40M Sell
340,158
-12,000
-3% -$1.4M 0.7% 21
2015
Q3 		$40.9M Buy
352,158
+1,000
+0.3% +$120K 0.69% 20
2015
Q2 		$42.8M Hold
351,158
– – 0.61% 20
2015
Q1 		$41.5M Buy
351,158
+22,000
+7% +$2.44M 0.59% 20
2014
Q4 		$33.3M Sell
329,158
-37,796
-10% -$3.58M 0.49% 22
2014
Q3 		$31.6M Buy
+366,954
New +$31M 0.47% 22

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

C WorldWide Group's UNH Position: Q3 2020 in Review

C WorldWide Group sold out of UnitedHealth (UNH) in Q3 2020, closing a stake of 3,722 shares — an estimated $1.1M sold.

C WorldWide Group first reported a position in UNH in Q3 2014 and held it in 24 quarters. The position peaked at $48M in Q2 2016. 2,239 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

  • C WorldWide Group reported no remaining UnitedHealth position as of Q3 2020 after selling out during the quarter.
  • C WorldWide Group sold 3,722 UnitedHealth shares in Q3 2020, an estimated $1.1M.
  • C WorldWide Group first reported a position in UnitedHealth in Q3 2014 and held it in 24 quarters.
  • C WorldWide Group's UnitedHealth position peaked at $48M in Q2 2016.
  • 2,239 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on C WorldWide Group's 13F filing for Q3 2020, filed 2 Nov 2020.