Jupiter Investment Management’s UnitedHealth UNH Stock Holding History

Jupiter Investment Management’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	$36.1M	Sell	122,315 -6,052	-5%	-$1.73M	0.58%	47
2020 Q1	$32M	Buy	128,367 +7,189	+6%	+$1.98M	0.62%	46
2019 Q4	$35.6M	Sell	121,178 -159,272	-57%	-$41.7M	0.49%	61
2019 Q3	$60.9M	Buy	280,450 +201,386	+255%	+$48.6M	0.79%	30
2019 Q2	$19.3M	Buy	+79,064	New	+$19M	0.2%	124
2019 Q1	–	Sell	-1,082	Closed	-$269K	–	432
2018 Q4	$269K	Buy	+1,082	New	+$286K	﹤0.01%	315
2017 Q3	–	Sell	-388,139	Closed	-$72M	–	454
2017 Q2	$72M	Sell	388,139 -281,378	-42%	-$49.3M	0.87%	39
2017 Q1	$110M	Buy	+669,517	New	+$110M	1.55%	20
2016 Q4	–	Sell	-574	Closed	-$80K	–	429
2016 Q3	$80K	Sell	574 -116,464	-100%	-$16.3M	﹤0.01%	329
2016 Q2	$16.5M	Buy	+117,038	New	+$15.6M	0.31%	88
2016 Q1	–	Sell	-365	Closed	-$42K	–	526
2015 Q4	$42K	Sell	365 -179,295	-100%	-$21M	﹤0.01%	256
2015 Q3	$20.8M	Sell	179,660 -109,544	-38%	-$13.1M	0.59%	55
2015 Q2	$35.3M	Buy	289,204 +211,674	+273%	+$25M	1.03%	38
2015 Q1	$9.17M	Buy	77,530 +4,657	+6%	+$517K	0.29%	83
2014 Q4	$7.37M	Buy	+72,873	New	+$6.91M	0.26%	101
2013 Q3	–	Sell	-91,400	Closed	-$5.98M	–	325
2013 Q2	$5.98M	Buy	+91,400	New	+$5.69M	0.72%	39

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

Jupiter Investment Management's UNH Position: Q2 2020 in Review

Jupiter Investment Management reduced its UnitedHealth (UNH) stake by 4.7% in Q2 2020, selling an estimated $1.73M and leaving 122,315 shares worth $36.1M. The position accounts for 0.58% of the portfolio, ranked #47.

Jupiter Investment Management first reported a position in UNH in Q2 2013 and has held it in 16 quarters since. The position peaked at $110M in Q1 2017. 2,208 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

Jupiter Investment Management held 122,315 shares of UnitedHealth worth $36.1M as of Q2 2020.
Jupiter Investment Management sold 6,052 UnitedHealth shares in Q2 2020, an estimated $1.73M.
UnitedHealth made up 0.58% of Jupiter Investment Management's portfolio in Q2 2020, its #47 holding.
Jupiter Investment Management first reported a position in UnitedHealth in Q2 2013 and has held it in 16 quarters since.
Jupiter Investment Management's UnitedHealth position peaked at $110M in Q1 2017.
2,208 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.