GMI
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Greystone Managed Investments’s UnitedHealth UNH Stock Holding History

Greystone Managed Investments’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 		$10.1M Sell
46,390
-1,369
-3% -$330K 0.61% 50
2019
Q2 		$11.7M Sell
47,759
-1,940
-4% -$467K 0.67% 43
2019
Q1 		$12.3M Sell
49,699
-3,224
-6% -$822K 0.72% 43
2018
Q4 		$13.2M Sell
52,923
-1,100
-2% -$291K 0.84% 37
2018
Q3 		$14.4M Buy
54,023
+1,798
+3% +$468K 0.78% 40
2018
Q2 		$12.8M Buy
52,225
+449
+0.9% +$108K 0.56% 43
2018
Q1 		$11.1M Buy
51,776
+3,656
+8% +$835K 0.47% 50
2017
Q4 		$10.6M Sell
48,120
-396
-0.8% -$83.9K 0.44% 56
2017
Q3 		$9.5M Buy
48,516
+3,192
+7% +$617K 0.42% 58
2017
Q2 		$8.4M Sell
45,324
-910
-2% -$160K 0.39% 58
2017
Q1 		$7.58M Sell
46,234
-3,883
-8% -$636K 0.35% 66
2016
Q4 		$8.02M Sell
50,117
-10,698
-18% -$1.6M 0.35% 61
2016
Q3 		$8.51M Sell
60,815
-8,321
-12% -$1.17M 0.38% 61
2016
Q2 		$9.76M Sell
69,136
-5,416
-7% -$722K 0.4% 42
2016
Q1 		$9.61M Sell
74,552
-1,932
-3% -$229K 0.36% 46
2015
Q4 		$9M Sell
76,484
-15,328
-17% -$1.79M 0.34% 53
2015
Q3 		$10.7M Sell
91,812
-76,383
-45% -$9.14M 0.39% 42
2015
Q2 		$20.5M Sell
168,195
-100,413
-37% -$11.9M 0.54% 37
2015
Q1 		$31.8M Sell
268,608
-12,030
-4% -$1.34M 0.72% 31
2014
Q4 		$28.4M Sell
280,638
-14,329
-5% -$1.36M 0.6% 43
2014
Q3 		$25.4M Sell
294,967
-59,074
-17% -$4.99M 0.51% 51
2014
Q2 		$28.9M Sell
354,041
-3,700
-1% -$291K 0.53% 53
2014
Q1 		$29.3M Sell
357,741
-6,410
-2% -$482K 0.54% 54
2013
Q4 		$27.4M Sell
364,151
-37,943
-9% -$2.73M 0.45% 55
2013
Q3 		$28.8M Buy
402,094
+41,450
+11% +$2.97M 0.41% 65
2013
Q2 		$23.6M Buy
+360,644
New +$22.4M 0.35% 63

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

Greystone Managed Investments's UNH Position: Q3 2019 in Review

Greystone Managed Investments reduced its UnitedHealth (UNH) stake by 2.9% in Q3 2019, selling an estimated $330K and leaving 46,390 shares worth $10.1M. The position accounts for 0.61% of the portfolio, ranked #50.

Greystone Managed Investments first reported a position in UNH in Q2 2013 and has held it in 26 quarters since. The position peaked at $31.8M in Q1 2015. 1,932 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

  • Greystone Managed Investments held 46,390 shares of UnitedHealth worth $10.1M as of Q3 2019.
  • Greystone Managed Investments sold 1,369 UnitedHealth shares in Q3 2019, an estimated $330K.
  • UnitedHealth made up 0.61% of Greystone Managed Investments's portfolio in Q3 2019, its #50 holding.
  • Greystone Managed Investments first reported a position in UnitedHealth in Q2 2013 and has held it in 26 quarters since.
  • Greystone Managed Investments's UnitedHealth position peaked at $31.8M in Q1 2015.
  • 1,932 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Greystone Managed Investments's 13F filing for Q3 2019, filed 5 Nov 2019.