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Capital Guardian Trust’s UnitedHealth UNH Stock Holding History

Capital Guardian Trust’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
Q2 		$73.6M Sell
301,422
-5,408
-2% -$1.3M 0.99% 32
2019
Q1 		$75.8M Buy
306,830
+34,859
+13% +$8.89M 1.01% 32
2018
Q4 		$67.8M Sell
271,971
-4,819
-2% -$1.27M 1.08% 27
2018
Q3 		$73.6M Buy
276,790
+1,571
+0.6% +$409K 0.99% 31
2018
Q2 		$67.5M Buy
275,219
+174,801
+174% +$42M 0.96% 31
2018
Q1 		$21.5M Buy
100,418
+15,537
+18% +$3.55M 0.3% 109
2017
Q4 		$18.7M Buy
84,881
+51,737
+156% +$11M 0.27% 114
2017
Q3 		$6.49M Buy
33,144
+974
+3% +$188K 0.11% 132
2017
Q2 		$5.96M Sell
32,170
-337,187
-91% -$59.1M 0.11% 136
2017
Q1 		$60.6M Buy
369,357
+24,485
+7% +$4.01M 0.45% 80
2016
Q4 		$55.2M Buy
344,872
+107,777
+45% +$16.1M 0.43% 83
2016
Q3 		$33.2M Buy
237,095
+98,293
+71% +$13.8M 0.25% 119
2016
Q2 		$19.6M Sell
138,802
-180
-0.1% -$24K 0.15% 144
2016
Q1 		$17.9M Buy
138,982
+9,768
+8% +$1.16M 0.14% 147
2015
Q4 		$15.2M Sell
129,214
-1,019
-0.8% -$119K 0.12% 166
2015
Q3 		$15.1M Sell
130,233
-3,460
-3% -$414K 0.12% 157
2015
Q2 		$16.3M Sell
133,693
-3,099
-2% -$367K 0.12% 161
2015
Q1 		$16.2M Sell
136,792
-313,730
-70% -$34.8M 0.12% 153
2014
Q4 		$45.5M Sell
450,522
-12,806
-3% -$1.21M 0.32% 92
2014
Q3 		$40M Sell
463,328
-21,410
-4% -$1.81M 0.28% 95
2014
Q2 		$39.6M Sell
484,738
-3,788
-0.8% -$298K 0.27% 99
2014
Q1 		$40.1M Sell
488,526
-9,272
-2% -$698K 0.27% 98
2013
Q4 		$37.5M Sell
497,798
-10,197
-2% -$733K 0.25% 100
2013
Q3 		$36.4M Sell
507,995
-254
-0% -$18.2K 0.25% 97
2013
Q2 		$33.3M Buy
+508,249
New +$31.6M 0.23% 105

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital Guardian Trust's UNH Position: Q2 2019 in Review

Capital Guardian Trust reduced its UnitedHealth (UNH) stake by 1.8% in Q2 2019, selling an estimated $1.3M and leaving 301,422 shares worth $73.6M. The position accounts for 0.99% of the portfolio, ranked #32.

Capital Guardian Trust first reported a position in UNH in Q2 2013 and has held it in 25 quarters since. The position peaked at $75.8M in Q1 2019. 1,965 funds tracked by Wall St. Rank hold UNH as of Q2 2019.

  • Capital Guardian Trust held 301,422 shares of UnitedHealth worth $73.6M as of Q2 2019.
  • Capital Guardian Trust sold 5,408 UnitedHealth shares in Q2 2019, an estimated $1.3M.
  • UnitedHealth made up 0.99% of Capital Guardian Trust's portfolio in Q2 2019, its #32 holding.
  • Capital Guardian Trust first reported a position in UnitedHealth in Q2 2013 and has held it in 25 quarters since.
  • Capital Guardian Trust's UnitedHealth position peaked at $75.8M in Q1 2019.
  • 1,965 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2019.

Based on Capital Guardian Trust's 13F filing for Q2 2019, filed 14 Aug 2019.