Martin Currie’s UnitedHealth UNH Stock Holding History

Martin Currie’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	-21,176	Closed	-$4.6M	–	89
2019 Q3	$4.6M	Buy	21,176 +224	+1%	+$54K	0.29%	53
2019 Q2	$5.11M	Hold	20,952	–	–	0.37%	50
2019 Q1	$5.18M	Buy	20,952 +1,039	+5%	+$265K	0.36%	51
2018 Q4	$4.96M	Buy	19,913 +880	+5%	+$232K	0.4%	49
2018 Q3	$5.06M	Hold	19,033	–	–	0.35%	60
2018 Q2	$4.67M	Hold	19,033	–	–	0.33%	59
2018 Q1	$4.07M	Buy	+19,033	New	+$4.35M	0.28%	74

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Martin Currie's UNH Position: Q4 2019 in Review

Martin Currie sold out of UnitedHealth (UNH) in Q4 2019, closing a stake of 21,176 shares — an estimated $4.6M sold.

Martin Currie first reported a position in UNH in Q1 2018 and held it in 7 quarters. The position peaked at $5.18M in Q1 2019. 2,161 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

Martin Currie reported no remaining UnitedHealth position as of Q4 2019 after selling out during the quarter.
Martin Currie sold 21,176 UnitedHealth shares in Q4 2019, an estimated $4.6M.
Martin Currie first reported a position in UnitedHealth in Q1 2018 and held it in 7 quarters.
Martin Currie's UnitedHealth position peaked at $5.18M in Q1 2019.
2,161 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on Martin Currie's 13F filing for Q4 2019, filed 14 Feb 2020.