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Global Endowment Management’s UnitedHealth UNH Stock Holding History

Global Endowment 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
Q3 		– Sell
-1,220
Closed -$298K – 159
2019
Q2 		$298K Sell
1,220
-1,810
-60% -$435K 0.03% 147
2019
Q1 		$749K Buy
+3,030
New +$773K 0.11% 144
2018
Q4 		– Sell
-1,050
Closed -$279K – 227
2018
Q3 		$279K Hold
1,050
– – 0.04% 208
2018
Q2 		$258K Buy
+1,050
New +$252K 0.03% 211

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

Global Endowment Management's UNH Position: Q3 2019 in Review

Global Endowment Management sold out of UnitedHealth (UNH) in Q3 2019, closing a stake of 1,220 shares — an estimated $298K sold.

Global Endowment Management first reported a position in UNH in Q2 2018 and held it in 4 quarters. The position peaked at $749K in Q1 2019. 1,931 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

  • Global Endowment Management reported no remaining UnitedHealth position as of Q3 2019 after selling out during the quarter.
  • Global Endowment Management sold 1,220 UnitedHealth shares in Q3 2019, an estimated $298K.
  • Global Endowment Management first reported a position in UnitedHealth in Q2 2018 and held it in 4 quarters.
  • Global Endowment Management's UnitedHealth position peaked at $749K in Q1 2019.
  • 1,931 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Global Endowment Management's 13F filing for Q3 2019, filed 13 Nov 2019.