Green Valley Investors’s UnitedHealth UNH Stock Holding History

Green Valley Investors’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	$120M	Buy	554,168 +59,032	+12%	+$14.2M	6.84%	3
2019 Q2	$121M	Sell	495,136 -24,420	-5%	-$5.87M	6.87%	3
2019 Q1	$128M	Buy	519,556 +32,343	+7%	+$8.25M	6.56%	3
2018 Q4	$121M	Sell	487,213 -136	-0%	-$35.9K	6.97%	3
2018 Q3	$130M	Sell	487,349 -38,004	-7%	-$9.88M	5.79%	3
2018 Q2	$129M	Buy	525,353 +80,190	+18%	+$19.3M	6.04%	3
2018 Q1	$95.3M	Hold	445,163	–	–	4.54%	7
2017 Q4	$98.1M	Buy	445,163 +2,401	+0.5%	+$509K	4.68%	7
2017 Q3	$86.7M	Sell	442,762 -12,506	-3%	-$2.42M	4.23%	8
2017 Q2	$84.4M	Buy	455,268 +83,968	+23%	+$14.7M	4.11%	10
2017 Q1	$60.9M	Buy	+371,300	New	+$60.8M	3%	13

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Green Valley Investors's UNH Position: Q3 2019 in Review

Green Valley Investors increased its UnitedHealth (UNH) stake by 12% in Q3 2019, buying an estimated $14.2M and bringing the position to 554,168 shares worth $120M. The position accounts for 6.84% of the portfolio, ranked #3.

Green Valley Investors first reported a position in UNH in Q1 2017 and has held it in 11 quarters since. The position peaked at $130M in Q3 2018. 1,932 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

Green Valley Investors held 554,168 shares of UnitedHealth worth $120M as of Q3 2019.
Green Valley Investors bought 59,032 UnitedHealth shares in Q3 2019, an estimated $14.2M.
UnitedHealth made up 6.84% of Green Valley Investors's portfolio in Q3 2019, its #3 holding.
Green Valley Investors first reported a position in UnitedHealth in Q1 2017 and has held it in 11 quarters since.
Green Valley Investors's UnitedHealth position peaked at $130M in Q3 2018.
1,932 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Green Valley Investors's 13F filing for Q3 2019, filed 13 Nov 2019.