Israel Discount Bank of New York’s UnitedHealth UNH Stock Holding History

Israel Discount Bank of New York’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 Q1	–	Sell	-698	Closed	-$205K	–	93
2019 Q4	$205K	Buy	+698	New	+$183K	0.13%	83
2019 Q2	–	Sell	-667	Closed	-$165K	–	345
2019 Q1	$165K	Hold	667	–	–	0.11%	88
2018 Q4	$166K	Hold	667	–	–	0.13%	88
2018 Q3	$177K	Sell	667 -10	-1%	-$2.6K	0.12%	89
2018 Q2	$166K	Hold	677	–	–	0.11%	92
2018 Q1	$145K	Hold	677	–	–	0.1%	97
2017 Q4	$149K	Hold	677	–	–	0.1%	95
2017 Q3	$133K	Hold	677	–	–	0.1%	95
2017 Q2	$126K	Sell	677 -150	-18%	-$26.3K	0.1%	97
2017 Q1	$136K	Sell	827 -40	-5%	-$6.55K	0.11%	93
2016 Q4	$139K	Buy	+867	New	+$130K	0.13%	110

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

Israel Discount Bank of New York's UNH Position: Q1 2020 in Review

Israel Discount Bank of New York sold out of UnitedHealth (UNH) in Q1 2020, closing a stake of 698 shares — an estimated $205K sold.

Israel Discount Bank of New York first reported a position in UNH in Q4 2016 and held it in 11 quarters. The position peaked at $205K in Q4 2019. 2,119 funds tracked by Wall St. Rank hold UNH as of Q1 2020.

Israel Discount Bank of New York reported no remaining UnitedHealth position as of Q1 2020 after selling out during the quarter.
Israel Discount Bank of New York sold 698 UnitedHealth shares in Q1 2020, an estimated $205K.
Israel Discount Bank of New York first reported a position in UnitedHealth in Q4 2016 and held it in 11 quarters.
Israel Discount Bank of New York's UnitedHealth position peaked at $205K in Q4 2019.
2,119 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2020.

Based on Israel Discount Bank of New York's 13F filing for Q1 2020, filed 15 May 2020.