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Keeley-Teton Advisors’s UnitedHealth UNH Stock Holding History

Keeley-Teton Advisors’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
Q2 		– Sell
-1,258
Closed -$311K – 279
2019
Q1 		$311K Buy
1,258
+4
+0.3% +$1.02K 0.03% 246
2018
Q4 		$312K Buy
1,254
+4
+0.3% +$1.06K 0.03% 237
2018
Q3 		$333K Buy
1,250
+3
+0.2% +$780 0.02% 236
2018
Q2 		$306K Buy
1,247
+4
+0.3% +$960 0.02% 249
2018
Q1 		$266K Sell
1,243
-19
-2% -$4.34K 0.02% 252
2017
Q4 		$278K Buy
1,262
+4
+0.3% +$848 0.02% 252
2017
Q3 		$246K Buy
1,258
+4
+0.3% +$773 0.01% 262
2017
Q2 		$232K Buy
+1,254
New +$220K 0.01% 268

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Keeley-Teton Advisors's UNH Position: Q2 2019 in Review

Keeley-Teton Advisors sold out of UnitedHealth (UNH) in Q2 2019, closing a stake of 1,258 shares — an estimated $311K sold.

Keeley-Teton Advisors first reported a position in UNH in Q2 2017 and held it in 8 quarters. The position peaked at $333K in Q3 2018. 1,965 funds tracked by Wall St. Rank hold UNH as of Q2 2019.

  • Keeley-Teton Advisors reported no remaining UnitedHealth position as of Q2 2019 after selling out during the quarter.
  • Keeley-Teton Advisors sold 1,258 UnitedHealth shares in Q2 2019, an estimated $311K.
  • Keeley-Teton Advisors first reported a position in UnitedHealth in Q2 2017 and held it in 8 quarters.
  • Keeley-Teton Advisors's UnitedHealth position peaked at $333K in Q3 2018.
  • 1,965 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2019.

Based on Keeley-Teton Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.