LMGAM
UNH icon

Liberty Mutual Group Asset Management’s UnitedHealth UNH Stock Holding History

Liberty Mutual Group 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
Q4 		– Sell
-1,939
Closed -$421K – 16
2019
Q3 		$421K Hold
1,939
– – 0.03% 12
2019
Q2 		$473K Hold
1,939
– – 0.02% 21
2019
Q1 		$479K Hold
1,939
– – 0.02% 23
2018
Q4 		$483K Sell
1,939
-38,412
-95% -$10.1M 0.02% 27
2018
Q3 		$10.7M Sell
40,351
-499
-1% -$130K 0.22% 27
2018
Q2 		$10M Sell
40,850
-123
-0.3% -$29.5K 0.25% 29
2018
Q1 		$8.77M Hold
40,973
– – 0.27% 34
2017
Q4 		$9.03M Sell
40,973
-489
-1% -$104K 0.26% 34
2017
Q3 		$8.12M Sell
41,462
-20,144
-33% -$3.89M 0.44% 31
2017
Q2 		$11.4M Buy
61,606
+10,955
+22% +$1.92M 0.46% 34
2017
Q1 		$8.31M Sell
50,651
-18,392
-27% -$3.01M 0.32% 46
2016
Q4 		$11.1M Sell
69,043
-18,802
-21% -$2.81M 0.39% 34
2016
Q3 		$12.3M Buy
87,845
+14,306
+19% +$2M 0.44% 30
2016
Q2 		$10.4M Buy
73,539
+10,556
+17% +$1.41M 0.38% 37
2016
Q1 		$8.12M Buy
62,983
+6,304
+11% +$746K 0.34% 45
2015
Q4 		$6.67M Buy
56,679
+21,195
+60% +$2.48M 0.27% 53
2015
Q3 		$4.12M Sell
35,484
-632
-2% -$75.6K 0.16% 97
2015
Q2 		$4.41M Sell
36,116
-16,383
-31% -$1.94M 0.15% 102
2015
Q1 		$6.21M Sell
52,499
-2,214
-4% -$246K 0.19% 71
2014
Q4 		$5.53M Sell
54,713
-1,116
-2% -$106K 0.17% 77
2014
Q3 		$4.82M Sell
55,829
-1,276
-2% -$108K 0.16% 101
2014
Q2 		$4.67M Sell
57,105
-129
-0.2% -$10.2K 0.15% 106
2014
Q1 		$4.69M Buy
57,234
+2,703
+5% +$203K 0.15% 88
2013
Q4 		$4.11M Sell
54,531
-6,857
-11% -$493K 0.14% 117
2013
Q3 		$4.4M Buy
61,388
+12,671
+26% +$907K 0.17% 99
2013
Q2 		$3.19M Buy
+48,717
New +$3.03M 0.12% 187

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Liberty Mutual Group Asset Management's UNH Position: Q4 2019 in Review

Liberty Mutual Group Asset Management sold out of UnitedHealth (UNH) in Q4 2019, closing a stake of 1,939 shares — an estimated $421K sold.

Liberty Mutual Group Asset Management first reported a position in UNH in Q2 2013 and held it in 26 quarters. The position peaked at $12.3M in Q3 2016. 2,162 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

  • Liberty Mutual Group Asset Management reported no remaining UnitedHealth position as of Q4 2019 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 1,939 UnitedHealth shares in Q4 2019, an estimated $421K.
  • Liberty Mutual Group Asset Management first reported a position in UnitedHealth in Q2 2013 and held it in 26 quarters.
  • Liberty Mutual Group Asset Management's UnitedHealth position peaked at $12.3M in Q3 2016.
  • 2,162 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2019, filed 30 Jan 2020.