MIH
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Madison Investment Holdings’s UnitedHealth UNH Stock Holding History

Madison Investment Holdings’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
Q3 		$5.51M Buy
25,350
+9,367
+59% +$2.26M 0.09% 179
2019
Q2 		$3.9M Buy
15,983
+12,330
+338% +$2.97M 0.07% 166
2019
Q1 		$903K Hold
3,653
– – 0.02% 185
2018
Q4 		$910K Buy
3,653
+31
+0.9% +$8.19K 0.02% 192
2018
Q3 		$964K Hold
3,622
– – 0.02% 211
2018
Q2 		$889K Buy
3,622
+494
+16% +$119K 0.02% 209
2018
Q1 		$669K Hold
3,128
– – 0.01% 213
2017
Q4 		$690K Buy
3,128
+73
+2% +$15.5K 0.01% 219
2017
Q3 		$598K Hold
3,055
– – 0.01% 222
2017
Q2 		$566K Sell
3,055
-200
-6% -$35.1K 0.01% 221
2017
Q1 		$534K Buy
+3,255
New +$533K 0.01% 224
2015
Q4 		– Sell
-94,982
Closed -$11M – 240
2015
Q3 		$11M Sell
94,982
-23,385
-20% -$2.8M 0.24% 126
2015
Q2 		$14.4M Sell
118,367
-158,250
-57% -$18.7M 0.29% 117
2015
Q1 		$32.7M Sell
276,617
-47,951
-15% -$5.33M 0.64% 58
2014
Q4 		$32.8M Sell
324,568
-73,172
-18% -$6.93M 0.7% 52
2014
Q3 		$34.3M Sell
397,740
-6,907
-2% -$584K 0.76% 48
2014
Q2 		$33.1M Buy
404,647
+52,780
+15% +$4.15M 0.68% 55
2014
Q1 		$28.9M Buy
351,867
+91,085
+35% +$6.86M 0.55% 74
2013
Q4 		$19.6M Buy
260,782
+24,785
+11% +$1.78M 0.38% 102
2013
Q3 		$16.9M Sell
235,997
-131,625
-36% -$9.42M 0.36% 104
2013
Q2 		$24.1M Buy
+367,622
New +$22.9M 0.53% 76

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Madison Investment Holdings's UNH Position: Q3 2019 in Review

Madison Investment Holdings increased its UnitedHealth (UNH) stake by 59% in Q3 2019, buying an estimated $2.26M and bringing the position to 25,350 shares worth $5.51M. The position accounts for 0.09% of the portfolio, ranked #179.

Madison Investment Holdings first reported a position in UNH in Q2 2013 and has held it in 21 quarters since. The position peaked at $34.3M in Q3 2014. 1,932 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

  • Madison Investment Holdings held 25,350 shares of UnitedHealth worth $5.51M as of Q3 2019.
  • Madison Investment Holdings bought 9,367 UnitedHealth shares in Q3 2019, an estimated $2.26M.
  • UnitedHealth made up 0.09% of Madison Investment Holdings's portfolio in Q3 2019, its #179 holding.
  • Madison Investment Holdings first reported a position in UnitedHealth in Q2 2013 and has held it in 21 quarters since.
  • Madison Investment Holdings's UnitedHealth position peaked at $34.3M in Q3 2014.
  • 1,932 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.