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Marshall Wace North America’s UnitedHealth UNH Stock Holding History

Marshall Wace North America’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
2021
Q3 		$213M Sell
545,204
-232,987
-30% -$96.5M 0.91% 15
2021
Q2 		$312M Buy
778,191
+193,573
+33% +$77.2M 1.3% 10
2021
Q1 		$218M Buy
584,618
+374,606
+178% +$130M 0.9% 11
2020
Q4 		$73.6M Buy
210,012
+185,178
+746% +$62.1M 0.33% 72
2020
Q3 		$7.74M Sell
24,834
-566,403
-96% -$174M 0.05% 320
2020
Q2 		$174M Sell
591,237
-363,245
-38% -$104M 1.15% 10
2020
Q1 		$238M Buy
+954,482
New +$263M 1.8% 4
2019
Q2 		– Sell
-985,340
Closed -$244M – 1627
2019
Q1 		$244M Sell
985,340
-81,931
-8% -$20.9M 1.72% 7
2018
Q4 		$266M Buy
1,067,271
+44,699
+4% +$11.8M 2.57% 4
2018
Q3 		$272M Buy
1,022,572
+39,318
+4% +$10.2M 1.87% 6
2018
Q2 		$241M Buy
983,254
+126,006
+15% +$30.3M 1.36% 7
2018
Q1 		$183M Buy
857,248
+176,433
+26% +$40.3M 0.92% 11
2017
Q4 		$150M Buy
680,815
+400,988
+143% +$85M 0.83% 13
2017
Q3 		$54.8M Sell
279,827
-231,687
-45% -$44.8M 0.35% 66
2017
Q2 		$94.6M Buy
511,514
+184,719
+57% +$32.4M 0.69% 21
2017
Q1 		$53.6M Buy
+326,795
New +$53.5M 0.42% 61

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace North America's UNH Position: Q3 2021 in Review

Marshall Wace North America reduced its UnitedHealth (UNH) stake by 30% in Q3 2021, selling an estimated $96.5M and leaving 545,204 shares worth $213M. The position accounts for 0.91% of the portfolio, ranked #15.

Marshall Wace North America first reported a position in UNH in Q1 2017 and has held it in 16 quarters since. The position peaked at $312M in Q2 2021. 2,566 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

  • Marshall Wace North America held 545,204 shares of UnitedHealth worth $213M as of Q3 2021.
  • Marshall Wace North America sold 232,987 UnitedHealth shares in Q3 2021, an estimated $96.5M.
  • UnitedHealth made up 0.91% of Marshall Wace North America's portfolio in Q3 2021, its #15 holding.
  • Marshall Wace North America first reported a position in UnitedHealth in Q1 2017 and has held it in 16 quarters since.
  • Marshall Wace North America's UnitedHealth position peaked at $312M in Q2 2021.
  • 2,566 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.