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Capital One Investing’s UnitedHealth UNH Stock Holding History

Capital One Investing’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 		$288K Sell
1,323
-43
-3% -$10.4K 0.07% 163
2019
Q2 		$333K Hold
1,366
– – 0.08% 134
2019
Q1 		$338K Hold
1,366
– – 0.09% 140
2018
Q4 		$340K Buy
+1,366
New +$361K 0.12% 106

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital One Investing's UNH Position: Q3 2019 in Review

Capital One Investing reduced its UnitedHealth (UNH) stake by 3.1% in Q3 2019, selling an estimated $10.4K and leaving 1,323 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #163.

Capital One Investing first reported a position in UNH in Q4 2018 and has held it in 4 quarters since. The position peaked at $340K in Q4 2018. 1,932 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

  • Capital One Investing held 1,323 shares of UnitedHealth worth $288K as of Q3 2019.
  • Capital One Investing sold 43 UnitedHealth shares in Q3 2019, an estimated $10.4K.
  • UnitedHealth made up 0.07% of Capital One Investing's portfolio in Q3 2019, its #163 holding.
  • Capital One Investing first reported a position in UnitedHealth in Q4 2018 and has held it in 4 quarters since.
  • Capital One Investing's UnitedHealth position peaked at $340K in Q4 2018.
  • 1,932 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

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