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ClearArc Capital’s UnitedHealth UNH Stock Holding History

ClearArc Capital’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
Q4 		$2.6M Sell
8,838
-4,105
-32% -$1.07M 1.01% 19
2019
Q3 		$2.81M Buy
12,943
+42
+0.3% +$10.1K 0.81% 28
2019
Q2 		$3.15M Sell
12,901
-1,852
-13% -$445K 0.93% 23
2019
Q1 		$3.65M Sell
14,753
-504
-3% -$129K 0.98% 20
2018
Q4 		$3.8M Sell
15,257
-24,519
-62% -$6.48M 1.14% 16
2018
Q3 		$10.6M Sell
39,776
-310
-0.8% -$80.6K 1.39% 8
2018
Q2 		$9.84M Buy
40,086
+651
+2% +$156K 1.39% 9
2018
Q1 		$8.44M Buy
39,435
+39
+0.1% +$8.91K 1.27% 10
2017
Q4 		$8.69M Buy
39,396
+3,208
+9% +$680K 1.18% 14
2017
Q3 		$7.09M Buy
36,188
+9,108
+34% +$1.76M 1.06% 18
2017
Q2 		$5.02M Sell
27,080
-13,400
-33% -$2.35M 0.81% 30
2017
Q1 		$6.64M Sell
40,480
-12,049
-23% -$1.97M 1.1% 13
2016
Q4 		$8.41M Buy
52,529
+8,639
+20% +$1.29M 1.51% 6
2016
Q3 		$6.14M Buy
43,890
+1,104
+3% +$155K 1.16% 12
2016
Q2 		$6.04M Buy
42,786
+12,646
+42% +$1.69M 1.17% 15
2016
Q1 		$3.88M Buy
30,140
+46
+0.2% +$5.44K 0.82% 23
2015
Q4 		$3.54M Sell
30,094
-939
-3% -$110K 0.74% 28
2015
Q3 		$3.6M Buy
31,033
+1,743
+6% +$209K 0.75% 29
2015
Q2 		$3.57M Buy
29,290
+3,429
+13% +$406K 0.65% 35
2015
Q1 		$3.06M Buy
25,861
+27
+0.1% +$3K 0.63% 34
2014
Q4 		$2.61M Buy
25,834
+1,084
+4% +$103K 0.53% 45
2014
Q3 		$2.13M Buy
24,750
+1,935
+8% +$164K 0.48% 53
2014
Q2 		$1.86M Sell
22,815
-775
-3% -$61K 0.43% 63
2014
Q1 		$1.93M Buy
23,590
+784
+3% +$59K 0.48% 53
2013
Q4 		$1.72M Sell
22,806
-2,146
-9% -$154K 0.45% 59
2013
Q3 		$1.79M Buy
24,952
+459
+2% +$32.9K 0.5% 55
2013
Q2 		$1.6M Buy
+24,493
New +$1.52M 0.43% 62

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

ClearArc Capital's UNH Position: Q4 2019 in Review

ClearArc Capital reduced its UnitedHealth (UNH) stake by 32% in Q4 2019, selling an estimated $1.07M and leaving 8,838 shares worth $2.6M. The position accounts for 1.01% of the portfolio, ranked #19.

ClearArc Capital first reported a position in UNH in Q2 2013 and has held it in 27 quarters since. The position peaked at $10.6M in Q3 2018. 2,162 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

  • ClearArc Capital held 8,838 shares of UnitedHealth worth $2.6M as of Q4 2019.
  • ClearArc Capital sold 4,105 UnitedHealth shares in Q4 2019, an estimated $1.07M.
  • UnitedHealth made up 1.01% of ClearArc Capital's portfolio in Q4 2019, its #19 holding.
  • ClearArc Capital first reported a position in UnitedHealth in Q2 2013 and has held it in 27 quarters since.
  • ClearArc Capital's UnitedHealth position peaked at $10.6M in Q3 2018.
  • 2,162 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on ClearArc Capital's 13F filing for Q4 2019, filed 14 Feb 2020.