Carillon Tower Advisers’s UnitedHealth UNH Stock Holding History

Carillon Tower Advisers’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 Q4	$22.9M	Sell	65,419 -4,300	-6%	-$1.44M	0.14%	219
2020 Q3	$21.7M	Buy	69,719 +20,919	+43%	+$6.43M	0.29%	121
2020 Q2	$14.4M	Sell	48,800 -3,300	-6%	-$946K	0.11%	253
2020 Q1	$13M	Sell	52,100 -8,600	-14%	-$2.37M	0.13%	237
2019 Q4	$17.8M	Sell	60,700 -4,200	-6%	-$1.1M	0.12%	271
2019 Q3	$14.1M	Sell	64,900 -3,000	-4%	-$724K	0.1%	292
2019 Q2	$16.6M	Sell	67,900 -1,500	-2%	-$361K	0.11%	276
2019 Q1	$17.2M	Buy	69,400 +11,100	+19%	+$2.83M	0.12%	263
2018 Q4	$14.5M	Buy	+58,300	New	+$15.4M	0.12%	253
2018 Q3	–	Sell	-63,300	Closed	-$15.5M	–	477
2018 Q2	$15.5M	Buy	+63,300	New	+$15.2M	0.12%	252

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carillon Tower Advisers's UNH Position: Q4 2020 in Review

Carillon Tower Advisers reduced its UnitedHealth (UNH) stake by 6.2% in Q4 2020, selling an estimated $1.44M and leaving 65,419 shares worth $22.9M. The position accounts for 0.14% of the portfolio, ranked #219.

Carillon Tower Advisers first reported a position in UNH in Q2 2018 and has held it in 10 quarters since. 2,467 funds tracked by Wall St. Rank hold UNH as of Q4 2020.

Carillon Tower Advisers held 65,419 shares of UnitedHealth worth $22.9M as of Q4 2020.
Carillon Tower Advisers sold 4,300 UnitedHealth shares in Q4 2020, an estimated $1.44M.
UnitedHealth made up 0.14% of Carillon Tower Advisers's portfolio in Q4 2020, its #219 holding.
Carillon Tower Advisers first reported a position in UnitedHealth in Q2 2018 and has held it in 10 quarters since.
2,467 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2020.

Based on Carillon Tower Advisers's 13F filing for Q4 2020, filed 12 Feb 2021.