ECM
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ETrade Capital Management’s UnitedHealth UNH Stock Holding History

ETrade 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
2020
Q3 		$12.2M Sell
39,030
-3,304
-8% -$1.01M 0.23% 47
2020
Q2 		$12.5M Buy
42,334
+1,184
+3% +$339K 0.26% 45
2020
Q1 		$10.3M Sell
41,150
-5,918
-13% -$1.63M 0.26% 44
2019
Q4 		$13.8M Buy
47,068
+204
+0.4% +$53.4K 0.31% 37
2019
Q3 		$10.2M Sell
46,864
-7,935
-14% -$1.91M 0.26% 37
2019
Q2 		$13.4M Buy
54,799
+1,798
+3% +$432K 0.36% 27
2019
Q1 		$13.1M Sell
53,001
-5,656
-10% -$1.44M 0.38% 27
2018
Q4 		$14.6M Sell
58,657
-3,680
-6% -$972K 0.48% 23
2018
Q3 		$16.6M Sell
62,337
-1,608
-3% -$418K 0.48% 24
2018
Q2 		$15.7M Buy
63,945
+3,897
+6% +$936K 0.48% 20
2018
Q1 		$12.8M Sell
60,048
-4,555
-7% -$1.04M 0.41% 22
2017
Q4 		$14.2M Buy
64,603
+4,281
+7% +$907K 0.46% 22
2017
Q3 		$11.8M Buy
60,322
+717
+1% +$139K 0.42% 22
2017
Q2 		$11.1M Buy
59,605
+12,451
+26% +$2.18M 0.43% 21
2017
Q1 		$7.73M Buy
47,154
+6,294
+15% +$1.03M 0.32% 24
2016
Q4 		$6.54M Buy
40,860
+2,684
+7% +$401K 0.3% 26
2016
Q3 		$5.34M Buy
38,176
+5,088
+15% +$713K 0.26% 34
2016
Q2 		$4.67M Buy
33,088
+6,713
+25% +$895K 0.25% 41
2016
Q1 		$3.4M Buy
26,375
+3,378
+15% +$400K 0.19% 54
2015
Q4 		$2.71M Buy
22,997
+1,823
+9% +$213K 0.16% 67
2015
Q3 		$2.46M Sell
21,174
-3,131
-13% -$375K 0.15% 71
2015
Q2 		$2.96M Sell
24,305
-398
-2% -$47.1K 0.17% 60
2015
Q1 		$2.92M Buy
24,703
+944
+4% +$105K 0.17% 60
2014
Q4 		$2.4M Buy
23,759
+55
+0.2% +$5.21K 0.15% 80
2014
Q3 		$2.04M Sell
23,704
-346
-1% -$29.2K 0.13% 91
2014
Q2 		$1.97M Buy
24,050
+1,247
+5% +$98.1K 0.13% 109
2014
Q1 		$1.87M Buy
22,803
+3,989
+21% +$300K 0.13% 96
2013
Q4 		$1.42M Buy
18,814
+5,345
+40% +$384K 0.11% 127
2013
Q3 		$965K Buy
13,469
+13,404
+20,622% +$959K 0.09% 142
2013
Q2 		$4K Buy
+65
New +$4.04K ﹤0.01% 753

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 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

ETrade Capital Management's UNH Position: Q3 2020 in Review

ETrade Capital Management reduced its UnitedHealth (UNH) stake by 7.8% in Q3 2020, selling an estimated $1.01M and leaving 39,030 shares worth $12.2M. The position accounts for 0.23% of the portfolio, ranked #47.

ETrade Capital Management first reported a position in UNH in Q2 2013 and has held it in 30 quarters since. The position peaked at $16.6M in Q3 2018. 2,239 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

  • ETrade Capital Management held 39,030 shares of UnitedHealth worth $12.2M as of Q3 2020.
  • ETrade Capital Management sold 3,304 UnitedHealth shares in Q3 2020, an estimated $1.01M.
  • UnitedHealth made up 0.23% of ETrade Capital Management's portfolio in Q3 2020, its #47 holding.
  • ETrade Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 30 quarters since.
  • ETrade Capital Management's UnitedHealth position peaked at $16.6M in Q3 2018.
  • 2,239 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.