Capital Impact Advisors’s UnitedHealth UNH Stock Holding History

Capital Impact 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	–	Sell	-13,021	Closed	-$3.21M	–	126
2019 Q2	$3.21M	Hold	13,021	–	–	1.18%	11
2019 Q1	$3.21M	Hold	13,021	–	–	1.42%	9
2018 Q4	$3.21M	Hold	13,021	–	–	1.37%	10
2018 Q3	$3.45M	Hold	13,021	–	–	1.18%	12
2018 Q2	$3.19M	Hold	13,021	–	–	1.18%	11
2018 Q1	$2.79M	Buy	13,021 +512	+4%	+$117K	1.15%	17
2017 Q4	$2.76M	Hold	12,509	–	–	1.19%	8
2017 Q3	$2.45M	Buy	12,509 +2,459	+24%	+$475K	1.09%	7
2017 Q2	$1.86M	Hold	10,050	–	–	0.85%	25
2017 Q1	$1.65M	Hold	10,050	–	–	0.66%	66
2016 Q4	$1.61M	Hold	10,050	–	–	0.67%	23
2016 Q3	$1.41M	Hold	10,050	–	–	0.61%	37
2016 Q2	$1.42M	Sell	10,050 -2,600	-21%	-$347K	0.66%	22
2016 Q1	$1.63M	Buy	12,650 +554	+5%	+$65.5K	0.78%	13
2015 Q4	$1.42M	Sell	12,096 -2,300	-16%	-$269K	0.68%	31
2015 Q3	$1.67M	Hold	14,396	–	–	0.85%	27
2015 Q2	$1.76M	Hold	14,396	–	–	0.8%	22
2015 Q1	$1.7M	Buy	+14,396	New	+$1.6M	0.78%	20

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Impact Advisors's UNH Position: Q3 2019 in Review

Capital Impact Advisors sold out of UnitedHealth (UNH) in Q3 2019, closing a stake of 13,021 shares — an estimated $3.21M sold.

Capital Impact Advisors first reported a position in UNH in Q1 2015 and held it in 18 quarters. The position peaked at $3.45M in Q3 2018. 1,931 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

Capital Impact Advisors reported no remaining UnitedHealth position as of Q3 2019 after selling out during the quarter.
Capital Impact Advisors sold 13,021 UnitedHealth shares in Q3 2019, an estimated $3.21M.
Capital Impact Advisors first reported a position in UnitedHealth in Q1 2015 and held it in 18 quarters.
Capital Impact Advisors's UnitedHealth position peaked at $3.45M in Q3 2018.
1,931 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Capital Impact Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.