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Cypress Funds’s UnitedHealth UNH Stock Holding History

Cypress Funds’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
Q2 		– Sell
-165,000
Closed -$40.8M – 23
2019
Q1 		$40.8M Hold
165,000
– – 6.47% 5
2018
Q4 		$41.1M Hold
165,000
– – 10.25% 3
2018
Q3 		$43.9M Buy
165,000
+41,500
+34% +$10.8M 6.5% 5
2018
Q2 		$30.3M Buy
123,500
+23,500
+24% +$5.64M 4.74% 9
2018
Q1 		$21.4M Buy
+100,000
New +$22.8M 3.18% 15

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

Cypress Funds's UNH Position: Q2 2019 in Review

Cypress Funds sold out of UnitedHealth (UNH) in Q2 2019, closing a stake of 165,000 shares — an estimated $40.8M sold.

Cypress Funds first reported a position in UNH in Q1 2018 and held it in 5 quarters. The position peaked at $43.9M in Q3 2018. 1,965 funds tracked by Wall St. Rank hold UNH as of Q2 2019.

  • Cypress Funds reported no remaining UnitedHealth position as of Q2 2019 after selling out during the quarter.
  • Cypress Funds sold 165,000 UnitedHealth shares in Q2 2019, an estimated $40.8M.
  • Cypress Funds first reported a position in UnitedHealth in Q1 2018 and held it in 5 quarters.
  • Cypress Funds's UnitedHealth position peaked at $43.9M in Q3 2018.
  • 1,965 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2019.

Based on Cypress Funds's 13F filing for Q2 2019, filed 1 Aug 2019.