Delphi Private Advisors’s UnitedHealth UNH Stock Holding History

Delphi Private Advisors’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	$1K	Buy	+4	New	+$962	0.01%	90
2017 Q3	–	Sell	-378	Closed	-$49K	–	104
2017 Q2	$49K	Buy	+378	New	+$66.3K	0.1%	37
2017 Q1	–	Sell	-162	Closed	-$26K	–	284
2016 Q4	$26K	Sell	162 -33	-17%	-$4.93K	0.05%	66
2016 Q3	$27K	Sell	195 -199	-51%	-$27.9K	0.05%	54
2016 Q2	$56K	Buy	394 +16	+4%	+$2.13K	0.1%	41
2016 Q1	$49K	Sell	378 -50	-12%	-$5.92K	0.09%	45
2015 Q4	$50K	Buy	+428	New	+$50K	0.09%	47

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Delphi Private Advisors's UNH Position: Q2 2019 in Review

Delphi Private Advisors opened a new position in UnitedHealth (UNH) in Q2 2019: 4 shares worth $1K. The stake represents 0.01% of the portfolio and ranks #90 among its holdings. This is a return to the name: Delphi Private Advisors previously reported a position in UNH as recently as Q2 2017.

Delphi Private Advisors first reported a position in UNH in Q4 2015 and has held it in 7 quarters since. The position peaked at $56K in Q2 2016. 1,965 funds tracked by Wall St. Rank hold UNH as of Q2 2019.

Delphi Private Advisors held 4 shares of UnitedHealth worth $1K as of Q2 2019.
UnitedHealth was a new Delphi Private Advisors position in Q2 2019.
UnitedHealth made up 0.01% of Delphi Private Advisors's portfolio in Q2 2019, its #90 holding.
Delphi Private Advisors first reported a position in UnitedHealth in Q4 2015 and has held it in 7 quarters since.
Delphi Private Advisors's UnitedHealth position peaked at $56K in Q2 2016.
1,965 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2019.

Based on Delphi Private Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.