Lau Associates’s UnitedHealth UNH Stock Holding History

Lau Associates’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	$2.09M	Sell	7,096 -34	-0.5%	-$8.89K	1.04%	24
2019 Q3	$1.55M	Sell	7,130 -2,420	-25%	-$584K	0.82%	27
2019 Q2	$2.33M	Buy	9,550 +30	+0.3%	+$7.22K	1.11%	22
2019 Q1	$2.35M	Hold	9,520	–	–	1.21%	20
2018 Q4	$2.37M	Sell	9,520 -180	-2%	-$47.5K	1.32%	20
2018 Q3	$2.58M	Buy	9,700 +200	+2%	+$52K	1.46%	15
2018 Q2	$2.33M	Hold	9,500	–	–	1.6%	13
2018 Q1	$2.03M	Hold	9,500	–	–	1.58%	15
2017 Q4	$2.09M	Hold	9,500	–	–	1.63%	15
2017 Q3	$1.86M	Hold	9,500	–	–	1.45%	18
2017 Q2	$1.76M	Hold	9,500	–	–	1.41%	19
2017 Q1	$1.56M	Hold	9,500	–	–	1.39%	19
2016 Q4	$1.52M	Hold	9,500	–	–	1.54%	20
2016 Q3	$1.33M	Hold	9,500	–	–	1.35%	24
2016 Q2	$1.34M	Sell	9,500 -400	-4%	-$53.3K	1.41%	21
2016 Q1	$1.28M	Buy	+9,900	New	+$1.17M	1.32%	28

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

Lau Associates's UNH Position: Q4 2019 in Review

Lau Associates reduced its UnitedHealth (UNH) stake by 0.48% in Q4 2019, selling an estimated $8.89K and leaving 7,096 shares worth $2.09M. The position accounts for 1.04% of the portfolio, ranked #24.

Lau Associates first reported a position in UNH in Q1 2016 and has held it in 16 quarters since. The position peaked at $2.58M in Q3 2018. 2,161 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

Lau Associates held 7,096 shares of UnitedHealth worth $2.09M as of Q4 2019.
Lau Associates sold 34 UnitedHealth shares in Q4 2019, an estimated $8.89K.
UnitedHealth made up 1.04% of Lau Associates's portfolio in Q4 2019, its #24 holding.
Lau Associates first reported a position in UnitedHealth in Q1 2016 and has held it in 16 quarters since.
Lau Associates's UnitedHealth position peaked at $2.58M in Q3 2018.
2,161 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on Lau Associates's 13F filing for Q4 2019, filed 5 Feb 2020.