J.M. Hartwell’s UnitedHealth UNH Stock Holding History

J.M. Hartwell’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	$724K	Buy	3,330 +981	+42%	+$237K	0.13%	40
2019 Q2	$573K	Sell	2,349 -11,451	-83%	-$2.75M	0.11%	45
2019 Q1	$3.41M	Buy	13,800 +1,265	+10%	+$323K	0.62%	20
2018 Q4	$3.12M	Buy	+12,535	New	+$3.31M	0.65%	20
2017 Q4	–	Sell	-33,155	Closed	-$6.49M	–	86
2017 Q3	$6.49M	Buy	33,155 +900	+3%	+$174K	1.27%	17
2017 Q2	$5.98M	Sell	32,255 -4,300	-12%	-$754K	1.24%	18
2017 Q1	$6M	Buy	36,555 +15,070	+70%	+$2.47M	1.31%	18
2016 Q4	$3.44M	Buy	21,485 +13,580	+172%	+$2.03M	0.85%	21
2016 Q3	$1.11M	Buy	7,905 +900	+13%	+$126K	0.27%	27
2016 Q2	$989K	Buy	+7,005	New	+$934K	0.25%	26
2015 Q4	–	Sell	-2,350	Closed	-$273K	–	99
2015 Q3	$273K	Hold	2,350	–	–	0.06%	87
2015 Q2	$287K	Buy	+2,350	New	+$278K	0.06%	99

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

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

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

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

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

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

J.M. Hartwell's UNH Position: Q3 2019 in Review

J.M. Hartwell increased its UnitedHealth (UNH) stake by 42% in Q3 2019, buying an estimated $237K and bringing the position to 3,330 shares worth $724K. The position accounts for 0.13% of the portfolio, ranked #40.

J.M. Hartwell first reported a position in UNH in Q2 2015 and has held it in 12 quarters since. The position peaked at $6.49M in Q3 2017. 1,931 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

J.M. Hartwell held 3,330 shares of UnitedHealth worth $724K as of Q3 2019.
J.M. Hartwell bought 981 UnitedHealth shares in Q3 2019, an estimated $237K.
UnitedHealth made up 0.13% of J.M. Hartwell's portfolio in Q3 2019, its #40 holding.
J.M. Hartwell first reported a position in UnitedHealth in Q2 2015 and has held it in 12 quarters since.
J.M. Hartwell's UnitedHealth position peaked at $6.49M in Q3 2017.
1,931 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on J.M. Hartwell's 13F filing for Q3 2019, filed 7 Oct 2019.