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Columbia Partners Investment Management’s UnitedHealth UNH Stock Holding History

Columbia Partners Investment Management’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
2018
Q4 		$1.89M Buy
+7,586
New +$2M 0.73% 41
2018
Q2 		– Sell
-91,511
Closed -$19.6M – 238
2018
Q1 		$19.6M Buy
91,511
+19,415
+27% +$4.43M 2.5% 6
2017
Q4 		$15.9M Sell
72,096
-16,163
-18% -$3.43M 2.11% 7
2017
Q3 		$17.3M Sell
88,259
-1,377
-2% -$266K 2.28% 5
2017
Q2 		$16.6M Sell
89,636
-3,374
-4% -$592K 2.12% 5
2017
Q1 		$15.3M Buy
93,010
+17,536
+23% +$2.87M 1.94% 8
2016
Q4 		$12.1M Buy
75,474
+29,209
+63% +$4.36M 1.08% 12
2016
Q3 		$6.48M Buy
46,265
+539
+1% +$75.5K 0.51% 67
2016
Q2 		$6.46M Sell
45,726
-17,736
-28% -$2.36M 0.48% 69
2016
Q1 		$8.18M Buy
63,462
+1,862
+3% +$220K 0.58% 52
2015
Q4 		$7.25M Buy
61,600
+8,422
+16% +$984K 0.5% 74
2015
Q3 		$6.17M Buy
53,178
+8,126
+18% +$973K 0.43% 93
2015
Q2 		$5.5M Sell
45,052
-6,194
-12% -$733K 0.34% 111
2015
Q1 		$6.06M Buy
51,246
+7,722
+18% +$858K 0.32% 118
2014
Q4 		$4.4M Sell
43,524
-17,219
-28% -$1.63M 0.23% 137
2014
Q3 		$5.24M Buy
60,743
+12,121
+25% +$1.02M 0.27% 127
2014
Q2 		$3.97M Sell
48,622
-14,022
-22% -$1.1M 0.18% 162
2014
Q1 		$5.14M Buy
62,644
+26,824
+75% +$2.02M 0.22% 144
2013
Q4 		$2.7M Buy
35,820
+7,972
+29% +$573K 0.12% 192
2013
Q3 		$1.99M Buy
27,848
+3,698
+15% +$265K 0.09% 213
2013
Q2 		$1.58M Buy
+24,150
New +$1.5M 0.07% 226

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Columbia Partners Investment Management's UNH Position: Q4 2018 in Review

Columbia Partners Investment Management opened a new position in UnitedHealth (UNH) in Q4 2018: 7,586 shares worth $1.89M. The stake represents 0.73% of the portfolio and ranks #41 among its holdings. This is a return to the name: Columbia Partners Investment Management previously reported a position in UNH as recently as Q1 2018.

Columbia Partners Investment Management first reported a position in UNH in Q2 2013 and has held it in 21 quarters since. The position peaked at $19.6M in Q1 2018. 1,921 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

  • Columbia Partners Investment Management held 7,586 shares of UnitedHealth worth $1.89M as of Q4 2018.
  • UnitedHealth was a new Columbia Partners Investment Management position in Q4 2018.
  • UnitedHealth made up 0.73% of Columbia Partners Investment Management's portfolio in Q4 2018, its #41 holding.
  • Columbia Partners Investment Management first reported a position in UnitedHealth in Q2 2013 and has held it in 21 quarters since.
  • Columbia Partners Investment Management's UnitedHealth position peaked at $19.6M in Q1 2018.
  • 1,921 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on Columbia Partners Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.