InterOcean Capital’s UnitedHealth UNH Stock Holding History

InterOcean Capital’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	$370K	Buy	1,255 +71	+6%	+$20.3K	0.03%	126
2020 Q1	$295K	Buy	1,184 +169	+17%	+$46.5K	0.03%	142
2019 Q4	$298K	Sell	1,015 -159	-14%	-$41.6K	0.02%	166
2019 Q3	$255K	Sell	1,174 -100	-8%	-$24.1K	0.02%	175
2019 Q2	$311K	Sell	1,274 -79	-6%	-$19K	0.03%	150
2019 Q1	$335K	Sell	1,353 -4,999	-79%	-$1.27M	0.03%	142
2018 Q4	$1.58M	Buy	6,352 +969	+18%	+$256K	0.17%	70
2018 Q3	$1.43M	Buy	5,383 +318	+6%	+$82.7K	0.15%	76
2018 Q2	$1.24M	Buy	5,065 +1,801	+55%	+$432K	0.15%	75
2018 Q1	$698K	Buy	3,264 +2,041	+167%	+$466K	0.09%	101
2017 Q4	$270K	Buy	+1,223	New	+$259K	0.04%	143

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

InterOcean Capital's UNH Position: Q2 2020 in Review

InterOcean Capital increased its UnitedHealth (UNH) stake by 6% in Q2 2020, buying an estimated $20.3K and bringing the position to 1,255 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #126.

InterOcean Capital first reported a position in UNH in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.58M in Q4 2018. 2,208 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

InterOcean Capital held 1,255 shares of UnitedHealth worth $370K as of Q2 2020.
InterOcean Capital bought 71 UnitedHealth shares in Q2 2020, an estimated $20.3K.
UnitedHealth made up 0.03% of InterOcean Capital's portfolio in Q2 2020, its #126 holding.
InterOcean Capital first reported a position in UnitedHealth in Q4 2017 and has held it in 11 quarters since.
InterOcean Capital's UnitedHealth position peaked at $1.58M in Q4 2018.
2,208 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.