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Daiwa SB Investments’s UnitedHealth UNH Stock Holding History

Daiwa SB Investments’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
Q1 		$8.14M Sell
32,920
-1,140
-3% -$291K 1.61% 30
2018
Q4 		$8.48M Buy
34,060
+610
+2% +$161K 1.96% 19
2018
Q3 		$8.9M Buy
33,450
+460
+1% +$120K 1.76% 22
2018
Q2 		$8.09M Buy
32,990
+150
+0.5% +$36K 1.97% 18
2018
Q1 		$7.03M Sell
32,840
-1,620
-5% -$370K 2.04% 18
2017
Q4 		$7.6M Sell
34,460
-17,500
-34% -$3.71M 2% 21
2017
Q3 		$10.2M Buy
51,960
+650
+1% +$126K 2.82% 11
2017
Q2 		$9.51M Buy
51,310
+1,860
+4% +$326K 2.6% 15
2017
Q1 		$8.11M Sell
49,450
-220
-0.4% -$36K 2.18% 21
2016
Q4 		$7.95M Buy
49,670
+5,570
+13% +$832K 2.09% 23
2016
Q3 		$6.17M Buy
44,100
+100
+0.2% +$14K 1.59% 29
2016
Q2 		$6.18M Buy
+44,000
New +$5.87M 1.79% 28
2015
Q4 		– Sell
-2,560
Closed -$297K – 173
2015
Q3 		$297K Hold
2,560
– – 0.07% 127
2015
Q2 		$312K Hold
2,560
– – 0.06% 142
2015
Q1 		$303K Sell
2,560
-300
-10% -$33.3K 0.05% 134
2014
Q4 		$289K Hold
2,860
– – 0.05% 125
2014
Q3 		$247K Sell
2,860
-32,587
-92% -$2.75M 0.03% 116
2014
Q2 		$2.9M Sell
35,447
-1,004
-3% -$79K 0.37% 73
2014
Q1 		$2.99M Sell
36,451
-2,578
-7% -$194K 0.36% 70
2013
Q4 		$2.94M Sell
39,029
-3,036
-7% -$218K 0.33% 47
2013
Q3 		$3.01M Buy
42,065
+114
+0.3% +$8.16K 0.34% 47
2013
Q2 		$2.75M Buy
+41,951
New +$2.61M 0.47% 51

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Daiwa SB Investments's UNH Position: Q1 2019 in Review

Daiwa SB Investments reduced its UnitedHealth (UNH) stake by 3.3% in Q1 2019, selling an estimated $291K and leaving 32,920 shares worth $8.14M. The position accounts for 1.61% of the portfolio, ranked #30.

Daiwa SB Investments first reported a position in UNH in Q2 2013 and has held it in 22 quarters since. The position peaked at $10.2M in Q3 2017. 1,943 funds tracked by Wall St. Rank hold UNH as of Q1 2019.

  • Daiwa SB Investments held 32,920 shares of UnitedHealth worth $8.14M as of Q1 2019.
  • Daiwa SB Investments sold 1,140 UnitedHealth shares in Q1 2019, an estimated $291K.
  • UnitedHealth made up 1.61% of Daiwa SB Investments's portfolio in Q1 2019, its #30 holding.
  • Daiwa SB Investments first reported a position in UnitedHealth in Q2 2013 and has held it in 22 quarters since.
  • Daiwa SB Investments's UnitedHealth position peaked at $10.2M in Q3 2017.
  • 1,943 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2019.

Based on Daiwa SB Investments's 13F filing for Q1 2019, filed 18 Apr 2019.