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IberiaBank’s UnitedHealth UNH Stock Holding History

IberiaBank’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
Q2 		$1.14M Sell
3,871
-14
-0.4% -$4.01K 0.13% 120
2020
Q1 		$969K Buy
3,885
+213
+6% +$58.6K 0.13% 116
2019
Q4 		$1.08M Sell
3,672
-3
-0.1% -$785 0.11% 125
2019
Q3 		$799K Sell
3,675
-139
-4% -$33.5K 0.09% 140
2019
Q2 		$931K Sell
3,814
-572
-13% -$138K 0.1% 133
2019
Q1 		$1.08M Buy
4,386
+739
+20% +$188K 0.13% 130
2018
Q4 		$909K Sell
3,647
-329
-8% -$86.9K 0.12% 133
2018
Q3 		$1.06M Buy
3,976
+70
+2% +$18.2K 0.13% 141
2018
Q2 		$958K Sell
3,906
-141
-3% -$33.9K 0.17% 138
2018
Q1 		$866K Sell
4,047
-326
-7% -$74.5K 0.17% 135
2017
Q4 		$966K Sell
4,373
-109
-2% -$23.1K 0.15% 143
2017
Q3 		$876K Buy
4,482
+171
+4% +$33K 0.15% 141
2017
Q2 		$799K Buy
4,311
+127
+3% +$22.3K 0.24% 103
2017
Q1 		$686K Sell
4,184
-490
-10% -$80.2K 0.22% 107
2016
Q4 		$748K Buy
4,674
+211
+5% +$31.5K 0.27% 76
2016
Q3 		$625K Buy
4,463
+38
+0.9% +$5.32K 0.27% 75
2016
Q2 		$625K Buy
4,425
+131
+3% +$17.5K 0.28% 76
2016
Q1 		$553K Sell
4,294
-83
-2% -$9.82K 0.26% 78
2015
Q4 		$515K Hold
4,377
– – 0.23% 87
2015
Q3 		$508K Buy
4,377
+113
+3% +$13.5K 0.26% 75
2015
Q2 		$520K Buy
+4,264
New +$504K 0.23% 78
2015
Q1 		– Sell
-3,200
Closed -$323K – 206
2014
Q4 		$323K Buy
+3,200
New +$303K 0.18% 113

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

IberiaBank's UNH Position: Q2 2020 in Review

IberiaBank reduced its UnitedHealth (UNH) stake by 0.36% in Q2 2020, selling an estimated $4.01K and leaving 3,871 shares worth $1.14M. The position accounts for 0.13% of the portfolio, ranked #120.

IberiaBank first reported a position in UNH in Q4 2014 and has held it in 22 quarters since. 2,209 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

  • IberiaBank held 3,871 shares of UnitedHealth worth $1.14M as of Q2 2020.
  • IberiaBank sold 14 UnitedHealth shares in Q2 2020, an estimated $4.01K.
  • UnitedHealth made up 0.13% of IberiaBank's portfolio in Q2 2020, its #120 holding.
  • IberiaBank first reported a position in UnitedHealth in Q4 2014 and has held it in 22 quarters since.
  • 2,209 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.