Kepos Capital’s UnitedHealth UNH Stock Holding History

Kepos 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
2019 Q4	–	Sell	-10,000	Closed	-$2.17M	–	421
2019 Q3	$2.17M	Hold	10,000	–	–	0.21%	63
2019 Q2	$2.44M	Hold	10,000	–	–	0.25%	99
2019 Q1	$2.47M	Buy	+10,000	New	+$2.55M	0.19%	148
2018 Q1	–	Sell	-6,272	Closed	-$1.38M	–	330
2017 Q4	$1.38M	Buy	+6,272	New	+$1.33M	0.12%	134

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Kepos Capital's UNH Position: Q4 2019 in Review

Kepos Capital sold out of UnitedHealth (UNH) in Q4 2019, closing a stake of 10,000 shares — an estimated $2.17M sold.

Kepos Capital first reported a position in UNH in Q4 2017 and held it in 4 quarters. The position peaked at $2.47M in Q1 2019. 2,161 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

Kepos Capital reported no remaining UnitedHealth position as of Q4 2019 after selling out during the quarter.
Kepos Capital sold 10,000 UnitedHealth shares in Q4 2019, an estimated $2.17M.
Kepos Capital first reported a position in UnitedHealth in Q4 2017 and held it in 4 quarters.
Kepos Capital's UnitedHealth position peaked at $2.47M in Q1 2019.
2,161 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on Kepos Capital's 13F filing for Q4 2019, filed 13 Feb 2020.