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Excalibur Management’s UnitedHealth UNH Stock Holding History

Excalibur 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
2019
Q2 		– Sell
-1,800
Closed -$445K – 64
2019
Q1 		$445K Sell
1,800
-360
-17% -$91.8K 0.42% 49
2018
Q4 		$538K Buy
2,160
+410
+23% +$108K 0.54% 45
2018
Q3 		$466K Sell
1,750
-25
-1% -$6.5K 0.4% 47
2018
Q2 		$435K Buy
1,775
+400
+29% +$96K 0.35% 50
2018
Q1 		$294K Buy
+1,375
New +$314K 0.24% 64

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

Excalibur Management's UNH Position: Q2 2019 in Review

Excalibur Management sold out of UnitedHealth (UNH) in Q2 2019, closing a stake of 1,800 shares — an estimated $445K sold.

Excalibur Management first reported a position in UNH in Q1 2018 and held it in 5 quarters. The position peaked at $538K in Q4 2018. 1,965 funds tracked by Wall St. Rank hold UNH as of Q2 2019.

  • Excalibur Management reported no remaining UnitedHealth position as of Q2 2019 after selling out during the quarter.
  • Excalibur Management sold 1,800 UnitedHealth shares in Q2 2019, an estimated $445K.
  • Excalibur Management first reported a position in UnitedHealth in Q1 2018 and held it in 5 quarters.
  • Excalibur Management's UnitedHealth position peaked at $538K in Q4 2018.
  • 1,965 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2019.

Based on Excalibur Management's 13F filing for Q2 2019, filed 26 Jul 2019.