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Essex Investment Management’s UnitedHealth UNH Stock Holding History

Essex 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
2020
Q3 		– Sell
-77
Closed -$23K – 503
2020
Q2 		$23K Buy
+77
New +$22.1K ﹤0.01% 364
2019
Q3 		– Sell
-2,500
Closed -$610K – 504
2019
Q2 		$610K Hold
2,500
– – 0.08% 282
2019
Q1 		$618K Sell
2,500
-913
-27% -$233K 0.09% 244
2018
Q4 		$850K Hold
3,413
– – 0.13% 212
2018
Q3 		$908K Hold
3,413
– – 0.11% 247
2018
Q2 		$837K Hold
3,413
– – 0.1% 239
2018
Q1 		$730K Hold
3,413
– – 0.1% 244
2017
Q4 		$752K Hold
3,413
– – 0.1% 240
2017
Q3 		$668K Hold
3,413
– – 0.09% 244
2017
Q2 		$633K Hold
3,413
– – 0.09% 239
2017
Q1 		$560K Hold
3,413
– – 0.09% 258
2016
Q4 		$546K Sell
3,413
-11,817
-78% -$1.77M 0.09% 237
2016
Q3 		$2.13M Sell
15,230
-27
-0.2% -$3.78K 0.34% 73
2016
Q2 		$2.15M Sell
15,257
-766
-5% -$102K 0.36% 73
2016
Q1 		$2.06M Sell
16,023
-868
-5% -$103K 0.35% 67
2015
Q4 		$1.99M Buy
16,891
+42
+0.2% +$4.91K 0.31% 72
2015
Q3 		$1.96M Hold
16,849
– – 0.32% 68
2015
Q2 		$2.06M Sell
16,849
-779
-4% -$92.1K 0.31% 83
2015
Q1 		$2.08M Buy
17,628
+5,600
+47% +$622K 0.29% 87
2014
Q4 		$1.22M Sell
12,028
-4,000
-25% -$379K 0.18% 134
2014
Q3 		$1.38M Hold
16,028
– – 0.21% 116
2014
Q2 		$1.31M Hold
16,028
– – 0.19% 144
2014
Q1 		$1.31M Sell
16,028
-1,132
-7% -$85.2K 0.19% 163
2013
Q4 		$1.29M Sell
17,160
-81
-0.5% -$5.82K 0.18% 160
2013
Q3 		$1.24M Sell
17,241
-3,444
-17% -$246K 0.19% 147
2013
Q2 		$1.35M Buy
+20,685
New +$1.29M 0.24% 117

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
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

Essex Investment Management's UNH Position: Q3 2020 in Review

Essex Investment Management sold out of UnitedHealth (UNH) in Q3 2020, closing a stake of 77 shares — an estimated $23K sold.

Essex Investment Management first reported a position in UNH in Q2 2013 and held it in 26 quarters. The position peaked at $2.15M in Q2 2016. 2,239 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

  • Essex Investment Management reported no remaining UnitedHealth position as of Q3 2020 after selling out during the quarter.
  • Essex Investment Management sold 77 UnitedHealth shares in Q3 2020, an estimated $23K.
  • Essex Investment Management first reported a position in UnitedHealth in Q2 2013 and held it in 26 quarters.
  • Essex Investment Management's UnitedHealth position peaked at $2.15M in Q2 2016.
  • 2,239 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Essex Investment Management's 13F filing for Q3 2020, filed 12 Nov 2020.