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Ladenburg Thalmann Financial Services’s UnitedHealth UNH Stock Holding History

Ladenburg Thalmann Financial Services’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 		$28.9M Buy
146,764
+47,746
+48% +$12.5M 0.18% 125
2019
Q3 		$21.5M Sell
99,018
-7,332
-7% -$1.77M 0.15% 151
2019
Q2 		$25.9M Buy
106,350
+9,383
+10% +$2.26M 0.19% 122
2019
Q1 		$24M Buy
96,967
+5,175
+6% +$1.32M 0.18% 127
2018
Q4 		$22.8M Buy
91,792
+10,712
+13% +$2.83M 0.21% 117
2018
Q3 		$21.6M Buy
81,080
+9,310
+13% +$2.42M 0.18% 127
2018
Q2 		$15.4M Hold
71,770
– – 0.14% 154
2018
Q1 		$15.4M Buy
71,770
+7,637
+12% +$1.74M 0.14% 154
2017
Q4 		$14.1M Buy
64,133
+537
+0.8% +$114K 0.14% 158
2017
Q3 		$12.5M Buy
63,596
+3,779
+6% +$730K 0.14% 154
2017
Q2 		$11.1M Buy
59,817
+2,555
+4% +$448K 0.13% 154
2017
Q1 		$9.4M Buy
57,262
+1,757
+3% +$288K 0.12% 162
2016
Q4 		$8.86M Buy
55,505
+7,141
+15% +$1.07M 0.12% 166
2016
Q3 		$6.76M Buy
48,364
+6,653
+16% +$932K 0.1% 198
2016
Q2 		$5.89M Sell
41,711
-1,125
-3% -$150K 0.09% 201
2016
Q1 		$5.53M Buy
42,836
+2,809
+7% +$332K 0.1% 201
2015
Q4 		$4.71M Sell
40,027
-5,181
-11% -$606K 0.09% 214
2015
Q3 		$5.22M Sell
45,208
-5,431
-11% -$650K 0.11% 185
2015
Q2 		$6.16M Buy
50,639
+5,255
+12% +$622K 0.11% 183
2015
Q1 		$5.32M Buy
45,384
+13,365
+42% +$1.48M 0.1% 198
2014
Q4 		$3.21M Buy
32,019
+12,922
+68% +$1.22M 0.07% 250
2014
Q3 		$1.65M Buy
19,097
+2,269
+13% +$192K 0.04% 340
2014
Q2 		$1.37M Buy
16,828
+5,869
+54% +$462K 0.04% 408
2014
Q1 		$894K Buy
10,959
+935
+9% +$70.4K 0.03% 494
2013
Q4 		$753K Buy
10,024
+1,223
+14% +$87.9K 0.02% 546
2013
Q3 		$628K Sell
8,801
-2,850
-24% -$204K 0.02% 576
2013
Q2 		$766K Buy
+11,651
New +$725K 0.03% 485

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Ladenburg Thalmann Financial Services's UNH Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its UnitedHealth (UNH) stake by 48% in Q4 2019, buying an estimated $12.5M and bringing the position to 146,764 shares worth $28.9M. The position accounts for 0.18% of the portfolio, ranked #125.

Ladenburg Thalmann Financial Services first reported a position in UNH in Q2 2013 and has held it in 27 quarters since. 2,161 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 146,764 shares of UnitedHealth worth $28.9M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 47,746 UnitedHealth shares in Q4 2019, an estimated $12.5M.
  • UnitedHealth made up 0.18% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #125 holding.
  • Ladenburg Thalmann Financial Services first reported a position in UnitedHealth in Q2 2013 and has held it in 27 quarters since.
  • 2,161 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.