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Lumina Fund Management’s UnitedHealth UNH Stock Holding History

Lumina Fund 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
-4,000
Closed -$869K – 45
2019
Q3 		$869K Hold
4,000
– – 0.43% 16
2019
Q2 		$976K Hold
4,000
– – 0.49% 12
2019
Q1 		$989K Buy
+4,000
New +$1.02M 0.57% 9

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

Lumina Fund Management's UNH Position: Q4 2019 in Review

Lumina Fund Management sold out of UnitedHealth (UNH) in Q4 2019, closing a stake of 4,000 shares — an estimated $869K sold.

Lumina Fund Management first reported a position in UNH in Q1 2019 and held it in 3 quarters. The position peaked at $989K in Q1 2019. 2,161 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

  • Lumina Fund Management reported no remaining UnitedHealth position as of Q4 2019 after selling out during the quarter.
  • Lumina Fund Management sold 4,000 UnitedHealth shares in Q4 2019, an estimated $869K.
  • Lumina Fund Management first reported a position in UnitedHealth in Q1 2019 and held it in 3 quarters.
  • Lumina Fund Management's UnitedHealth position peaked at $989K in Q1 2019.
  • 2,161 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on Lumina Fund Management's 13F filing for Q4 2019, filed 14 Feb 2020.