CC
UNH icon

Cognios Capital’s UnitedHealth UNH Stock Holding History

Cognios 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
2020
Q2 		– Sell
-6,420
Closed -$1.6M – 204
2020
Q1 		$1.6M Sell
6,420
-2,079
-24% -$572K 0.8% 44
2019
Q4 		$2.5M Sell
8,499
-1,081
-11% -$283K 0.88% 41
2019
Q3 		$2.08M Buy
9,580
+742
+8% +$179K 0.77% 70
2019
Q2 		$2.15M Sell
8,838
-582
-6% -$140K 0.83% 66
2019
Q1 		$2.33M Sell
9,420
-2,063
-18% -$526K 0.82% 54
2018
Q4 		$2.86M Buy
11,483
+7,775
+210% +$2.05M 1.16% 16
2018
Q3 		$986K Sell
3,708
-1,165
-24% -$303K 0.41% 115
2018
Q2 		$1.2M Buy
4,873
+602
+14% +$145K 0.42% 107
2018
Q1 		$914K Sell
4,271
-5,350
-56% -$1.22M 0.33% 111
2017
Q4 		$2.12M Buy
9,621
+576
+6% +$122K 0.8% 61
2017
Q3 		$1.77M Sell
9,045
-4,151
-31% -$802K 0.72% 87
2017
Q2 		$2.44M Buy
+13,196
New +$2.31M 0.86% 44
2014
Q1 		– Sell
-48,133
Closed -$3.62M – 75
2013
Q4 		$3.62M Buy
+48,133
New +$3.46M 2.17% 19

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Cognios Capital's UNH Position: Q2 2020 in Review

Cognios Capital sold out of UnitedHealth (UNH) in Q2 2020, closing a stake of 6,420 shares — an estimated $1.6M sold.

Cognios Capital first reported a position in UNH in Q4 2013 and held it in 13 quarters. The position peaked at $3.62M in Q4 2013. 2,209 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

  • Cognios Capital reported no remaining UnitedHealth position as of Q2 2020 after selling out during the quarter.
  • Cognios Capital sold 6,420 UnitedHealth shares in Q2 2020, an estimated $1.6M.
  • Cognios Capital first reported a position in UnitedHealth in Q4 2013 and held it in 13 quarters.
  • Cognios Capital's UnitedHealth position peaked at $3.62M in Q4 2013.
  • 2,209 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on Cognios Capital's 13F filing for Q2 2020.