CEP
UNH icon

Chicago Equity Partners’s UnitedHealth UNH Stock Holding History

Chicago Equity Partners’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
Q1 		$3.48M Sell
13,935
-330
-2% -$90.8K 0.35% 58
2019
Q4 		$4.19M Sell
14,265
-8,330
-37% -$2.18M 0.24% 101
2019
Q3 		$4.91M Sell
22,595
-11,900
-34% -$2.87M 0.23% 111
2019
Q2 		$8.42M Sell
34,495
-21,635
-39% -$5.2M 0.37% 53
2019
Q1 		$13.9M Sell
56,130
-3,865
-6% -$986K 0.54% 31
2018
Q4 		$14.9M Sell
59,995
-13,865
-19% -$3.66M 0.6% 27
2018
Q3 		$19.6M Buy
73,860
+725
+1% +$189K 0.58% 27
2018
Q2 		$17.9M Sell
73,135
-1,945
-3% -$467K 0.55% 26
2018
Q1 		$16.1M Buy
75,080
+1,285
+2% +$293K 0.51% 32
2017
Q4 		$16.3M Sell
73,795
-2,210
-3% -$468K 0.5% 41
2017
Q3 		$14.9M Sell
76,005
-15,265
-17% -$2.95M 0.47% 44
2017
Q2 		$16.9M Sell
91,270
-4,510
-5% -$791K 0.46% 53
2017
Q1 		$15.7M Sell
95,780
-12,620
-12% -$2.07M 0.45% 57
2016
Q4 		$17.3M Buy
108,400
+57,545
+113% +$8.6M 0.46% 55
2016
Q3 		$7.12M Buy
50,855
+1,620
+3% +$227K 0.2% 124
2016
Q2 		$6.95M Buy
49,235
+42,905
+678% +$5.72M 0.2% 135
2016
Q1 		$816K Sell
6,330
-2,805
-31% -$332K 0.02% 388
2015
Q4 		$1.07M Buy
9,135
+1,515
+20% +$177K 0.03% 350
2015
Q3 		$884K Buy
7,620
+4,420
+138% +$529K 0.02% 383
2015
Q2 		$390K Buy
3,200
+505
+19% +$59.7K 0.01% 369
2015
Q1 		$319K Buy
+2,695
New +$299K 0.01% 382
2013
Q4 		– Sell
-36,560
Closed -$2.62M – 477
2013
Q3 		$2.62M Sell
36,560
-1,545
-4% -$111K 0.08% 196
2013
Q2 		$2.5M Buy
+38,105
New +$2.37M 0.08% 195

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Chicago Equity Partners's UNH Position: Q1 2020 in Review

Chicago Equity Partners reduced its UnitedHealth (UNH) stake by 2.3% in Q1 2020, selling an estimated $90.8K and leaving 13,935 shares worth $3.48M. The position accounts for 0.35% of the portfolio, ranked #58.

Chicago Equity Partners first reported a position in UNH in Q2 2013 and has held it in 23 quarters since. The position peaked at $19.6M in Q3 2018. 2,119 funds tracked by Wall St. Rank hold UNH as of Q1 2020.

  • Chicago Equity Partners held 13,935 shares of UnitedHealth worth $3.48M as of Q1 2020.
  • Chicago Equity Partners sold 330 UnitedHealth shares in Q1 2020, an estimated $90.8K.
  • UnitedHealth made up 0.35% of Chicago Equity Partners's portfolio in Q1 2020, its #58 holding.
  • Chicago Equity Partners first reported a position in UnitedHealth in Q2 2013 and has held it in 23 quarters since.
  • Chicago Equity Partners's UnitedHealth position peaked at $19.6M in Q3 2018.
  • 2,119 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.