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Crossvault Capital Management’s UnitedHealth UNH Stock Holding History

Crossvault Capital 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
2019
Q4 		– Sell
-925
Closed -$201K – 80
2019
Q3 		$201K Sell
925
-300
-24% -$72.4K 0.1% 75
2019
Q2 		$299K Hold
1,225
– – 0.15% 63
2019
Q1 		$303K Sell
1,225
-5,476
-82% -$1.4M 0.16% 62
2018
Q4 		$1.67M Sell
6,701
-534
-7% -$141K 0.95% 30
2018
Q3 		$1.93M Sell
7,235
-26,925
-79% -$7M 0.99% 29
2018
Q2 		$8.38M Buy
34,160
+760
+2% +$182K 4.46% 4
2018
Q1 		$7.15M Sell
33,400
-3,235
-9% -$739K 4.06% 8
2017
Q4 		$8.08M Sell
36,635
-75
-0.2% -$15.9K 4.26% 4
2017
Q3 		$7.19M Sell
36,710
-225
-0.6% -$43.5K 4.13% 5
2017
Q2 		$6.85M Sell
36,935
-100
-0.3% -$17.5K 4.12% 3
2017
Q1 		$6.07M Sell
37,035
-1,855
-5% -$304K 3.77% 5
2016
Q4 		$6.22M Sell
38,890
-675
-2% -$101K 4.2% 4
2016
Q3 		$5.54M Sell
39,565
-305
-0.8% -$42.7K 3.86% 5
2016
Q2 		$5.63M Sell
39,870
-625
-2% -$83.3K 3.98% 5
2016
Q1 		$5.22M Sell
40,495
-1,775
-4% -$210K 3.85% 5
2015
Q4 		$4.97M Buy
42,270
+2,795
+7% +$327K 3.54% 6
2015
Q3 		$4.58M Buy
39,475
+2,930
+8% +$351K 3.58% 6
2015
Q2 		$4.46M Buy
36,545
+1,465
+4% +$173K 3.57% 6
2015
Q1 		$4.15M Buy
35,080
+4,825
+16% +$536K 3.32% 6
2014
Q4 		$3.06M Sell
30,255
-15,065
-33% -$1.43M 2.68% 17
2014
Q3 		$3.91M Sell
45,320
-20
-0% -$1.69K 3.69% 7
2014
Q2 		$3.71M Sell
45,340
-150
-0.3% -$11.8K 3.45% 8
2014
Q1 		$3.73M Buy
45,490
+1,570
+4% +$118K 3.62% 6
2013
Q4 		$3.31M Buy
+43,920
New +$3.16M 3.19% 12

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Crossvault Capital Management's UNH Position: Q4 2019 in Review

Crossvault Capital Management sold out of UnitedHealth (UNH) in Q4 2019, closing a stake of 925 shares — an estimated $201K sold.

Crossvault Capital Management first reported a position in UNH in Q4 2013 and held it in 24 quarters. The position peaked at $8.38M in Q2 2018. 2,161 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

  • Crossvault Capital Management reported no remaining UnitedHealth position as of Q4 2019 after selling out during the quarter.
  • Crossvault Capital Management sold 925 UnitedHealth shares in Q4 2019, an estimated $201K.
  • Crossvault Capital Management first reported a position in UnitedHealth in Q4 2013 and held it in 24 quarters.
  • Crossvault Capital Management's UnitedHealth position peaked at $8.38M in Q2 2018.
  • 2,161 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on Crossvault Capital Management's 13F filing for Q4 2019, filed 31 Jan 2020.