Marietta Investment Partners’s UnitedHealth UNH Stock Holding History

Marietta Investment Partners’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	–	Sell	-1,245	Closed	-$304K	–	147
2019 Q2	$304K	Sell	1,245 -166	-12%	-$39.9K	0.1%	123
2019 Q1	$349K	Sell	1,411 -13,615	-91%	-$3.47M	0.11%	112
2018 Q4	$3.74M	Buy	+15,026	New	+$3.97M	1.43%	25
2016 Q3	–	Sell	-3,700	Closed	-$522K	–	158
2016 Q2	$522K	Buy	+3,700	New	+$493K	0.19%	93
2016 Q1	–	Sell	-20,190	Closed	-$2.38M	–	141
2015 Q4	$2.38M	Sell	20,190 -24,289	-55%	-$2.84M	0.96%	31
2015 Q3	$5.17M	Sell	44,479 -699	-2%	-$83.7K	2.01%	19
2015 Q2	$5.51M	Buy	45,178 +54	+0.1%	+$6.39K	2.14%	16
2015 Q1	$5.34M	Buy	45,124 +22,194	+97%	+$2.46M	2.09%	17
2014 Q4	$2.32M	Buy	+22,930	New	+$2.17M	0.93%	37

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marietta Investment Partners's UNH Position: Q3 2019 in Review

Marietta Investment Partners sold out of UnitedHealth (UNH) in Q3 2019, closing a stake of 1,245 shares — an estimated $304K sold.

Marietta Investment Partners first reported a position in UNH in Q4 2014 and held it in 9 quarters. The position peaked at $5.51M in Q2 2015. 1,932 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

Marietta Investment Partners reported no remaining UnitedHealth position as of Q3 2019 after selling out during the quarter.
Marietta Investment Partners sold 1,245 UnitedHealth shares in Q3 2019, an estimated $304K.
Marietta Investment Partners first reported a position in UnitedHealth in Q4 2014 and held it in 9 quarters.
Marietta Investment Partners's UnitedHealth position peaked at $5.51M in Q2 2015.
1,932 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Marietta Investment Partners's 13F filing for Q3 2019, filed 14 Nov 2019.