LMAM
UNH icon

Legg Mason Asset Management’s UnitedHealth UNH Stock Holding History

Legg Mason Asset 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
2019
Q2 		– Sell
-3,600
Closed -$891K – 142
2019
Q1 		$891K Sell
3,600
-100
-3% -$25.5K 1.05% 28
2018
Q4 		$922K Sell
3,700
-200
-5% -$52.8K 1.15% 20
2018
Q3 		$1.04M Sell
3,900
-200
-5% -$52K 0.98% 32
2018
Q2 		$1.01M Sell
4,100
-1,900
-32% -$456K 0.79% 55
2018
Q1 		$1.28M Sell
6,000
-100
-2% -$22.8K 0.91% 48
2017
Q4 		$1.34M Sell
6,100
-800
-12% -$170K 0.81% 45
2017
Q3 		$1.35M Sell
6,900
-200
-3% -$38.6K 0.8% 51
2017
Q2 		$1.32M Sell
7,100
-500
-7% -$87.7K 1.08% 23
2017
Q1 		$1.25M Sell
7,600
-600
-7% -$98.3K 1.44% 20
2016
Q4 		$1.31M Sell
8,200
-1,400
-15% -$209K 1.5% 18
2016
Q3 		$1.34M Hold
9,600
– – 1.36% 27
2016
Q2 		$1.36M Sell
9,600
-200
-2% -$26.7K 1.46% 5
2016
Q1 		$1.26M Hold
9,800
– – 1.3% 7
2015
Q4 		$1.15M Sell
9,800
-600
-6% -$70.1K 1.2% 13
2015
Q3 		$1.21M Buy
10,400
+4,000
+63% +$479K 1.22% 11
2015
Q2 		$781K Sell
6,400
-500
-7% -$59.1K 0.71% 69
2015
Q1 		$817K Sell
6,900
-1,100
-14% -$122K 0.66% 68
2014
Q4 		$809K Sell
8,000
-1,000
-11% -$94.8K 0.61% 74
2014
Q3 		$777K Sell
9,000
-1,100
-11% -$93K 0.55% 74
2014
Q2 		$826K Sell
10,100
-900
-8% -$70.8K 0.52% 81
2014
Q1 		$902K Sell
11,000
-15,900
-59% -$1.2M 0.53% 79
2013
Q4 		$2.03M Sell
26,900
-15,100
-36% -$1.08M 1.17% 20
2013
Q3 		$3.01M Sell
42,000
-3,800
-8% -$272K 1.63% 8
2013
Q2 		$3M Buy
+45,800
New +$2.85M 1.6% 12

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legg Mason Asset Management's UNH Position: Q2 2019 in Review

Legg Mason Asset Management sold out of UnitedHealth (UNH) in Q2 2019, closing a stake of 3,600 shares — an estimated $891K sold.

Legg Mason Asset Management first reported a position in UNH in Q2 2013 and held it in 24 quarters. The position peaked at $3.01M in Q3 2013. 1,964 funds tracked by Wall St. Rank hold UNH as of Q2 2019.

  • Legg Mason Asset Management reported no remaining UnitedHealth position as of Q2 2019 after selling out during the quarter.
  • Legg Mason Asset Management sold 3,600 UnitedHealth shares in Q2 2019, an estimated $891K.
  • Legg Mason Asset Management first reported a position in UnitedHealth in Q2 2013 and held it in 24 quarters.
  • Legg Mason Asset Management's UnitedHealth position peaked at $3.01M in Q3 2013.
  • 1,964 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2019.

Based on Legg Mason Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.