Lourd Capital’s UnitedHealth UNH Stock Holding History

Lourd 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 Q2	$561K	Buy	2,300 +157	+7%	+$37.8K	0.05%	56
2019 Q1	$530K	Sell	2,143 -768	-26%	-$196K	0.05%	57
2018 Q4	$725K	Buy	2,911 +598	+26%	+$158K	0.06%	85
2018 Q3	$615K	Buy	+2,313	New	+$602K	0.04%	108
2018 Q1	–	Sell	-2,181	Closed	-$481K	–	322
2017 Q4	$481K	Buy	2,181 +894	+69%	+$189K	0.03%	161
2017 Q3	$252K	Buy	1,287 +12	+0.9%	+$2.32K	0.02%	97
2017 Q2	$236K	Buy	+1,275	New	+$224K	0.02%	100

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Lourd Capital's UNH Position: Q2 2019 in Review

Lourd Capital increased its UnitedHealth (UNH) stake by 7.3% in Q2 2019, buying an estimated $37.8K and bringing the position to 2,300 shares worth $561K. The position accounts for 0.05% of the portfolio, ranked #56.

Lourd Capital first reported a position in UNH in Q2 2017 and has held it in 7 quarters since. The position peaked at $725K in Q4 2018. 1,965 funds tracked by Wall St. Rank hold UNH as of Q2 2019.

Lourd Capital held 2,300 shares of UnitedHealth worth $561K as of Q2 2019.
Lourd Capital bought 157 UnitedHealth shares in Q2 2019, an estimated $37.8K.
UnitedHealth made up 0.05% of Lourd Capital's portfolio in Q2 2019, its #56 holding.
Lourd Capital first reported a position in UnitedHealth in Q2 2017 and has held it in 7 quarters since.
Lourd Capital's UnitedHealth position peaked at $725K in Q4 2018.
1,965 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.