MSDF
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Michael & Susan Dell Foundation’s UnitedHealth UNH Stock Holding History

Michael & Susan Dell Foundation’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
-40,922
Closed -$8.89M – 23
2019
Q3 		$8.89M Hold
40,922
– – 8.46% 2
2019
Q2 		$9.98M Buy
40,922
+20,461
+100% +$4.92M 8.86% 3
2019
Q1 		$5.06M Buy
+20,461
New +$5.22M 4.88% 13

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

Michael & Susan Dell Foundation's UNH Position: Q4 2019 in Review

Michael & Susan Dell Foundation sold out of UnitedHealth (UNH) in Q4 2019, closing a stake of 40,922 shares — an estimated $8.89M sold.

Michael & Susan Dell Foundation first reported a position in UNH in Q1 2019 and held it in 3 quarters. The position peaked at $9.98M in Q2 2019. 2,161 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

  • Michael & Susan Dell Foundation reported no remaining UnitedHealth position as of Q4 2019 after selling out during the quarter.
  • Michael & Susan Dell Foundation sold 40,922 UnitedHealth shares in Q4 2019, an estimated $8.89M.
  • Michael & Susan Dell Foundation first reported a position in UnitedHealth in Q1 2019 and held it in 3 quarters.
  • Michael & Susan Dell Foundation's UnitedHealth position peaked at $9.98M in Q2 2019.
  • 2,161 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on Michael & Susan Dell Foundation's 13F filing for Q4 2019, filed 14 Feb 2020.