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Miles Capital’s UnitedHealth UNH Stock Holding History

Miles Capital’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
2020
Q1 		$557K Sell
2,232
-97
-4% -$26.7K 0.6% 43
2019
Q4 		$685K Sell
2,329
-906
-28% -$237K 0.55% 51
2019
Q3 		$703K Sell
3,235
-42
-1% -$10.1K 0.58% 47
2019
Q2 		$800K Buy
3,277
+262
+9% +$63K 0.65% 46
2019
Q1 		$745K Sell
3,015
-165
-5% -$42.1K 0.65% 49
2018
Q4 		$792K Buy
3,180
+23
+0.7% +$6.08K 0.78% 36
2018
Q3 		$840K Buy
3,157
+437
+16% +$114K 0.68% 45
2018
Q2 		$667K Sell
2,720
-32
-1% -$7.68K 0.41% 57
2018
Q1 		$589K Buy
2,752
+537
+24% +$123K 0.33% 61
2017
Q4 		$488K Buy
2,215
+14
+0.6% +$2.97K 0.28% 64
2017
Q3 		$431K Sell
2,201
-1,468
-40% -$284K 0.24% 66
2017
Q2 		$680K Buy
3,669
+3
+0.1% +$526 0.37% 57
2017
Q1 		$601K Buy
3,666
+50
+1% +$8.19K 0.33% 55
2016
Q4 		$579K Sell
3,616
-1,236
-25% -$185K 0.35% 57
2016
Q3 		$679K Sell
4,852
-375
-7% -$52.5K 0.46% 55
2016
Q2 		$738K Sell
5,227
-5,320
-50% -$709K 0.5% 53
2016
Q1 		$1.36M Sell
10,547
-64
-0.6% -$7.57K 0.91% 16
2015
Q4 		$1.25M Sell
10,611
-150
-1% -$17.5K 0.85% 20
2015
Q3 		$1.25M Sell
10,761
-243
-2% -$29.1K 0.9% 20
2015
Q2 		$1.34M Sell
11,004
-390
-3% -$46.1K 0.88% 24
2015
Q1 		$1.35M Buy
11,394
+3,529
+45% +$392K 0.8% 28
2014
Q4 		$795K Buy
+7,865
New +$745K 0.43% 64

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Miles Capital's UNH Position: Q1 2020 in Review

Miles Capital reduced its UnitedHealth (UNH) stake by 4.2% in Q1 2020, selling an estimated $26.7K and leaving 2,232 shares worth $557K. The position accounts for 0.6% of the portfolio, ranked #43.

Miles Capital first reported a position in UNH in Q4 2014 and has held it in 22 quarters since. The position peaked at $1.36M in Q1 2016. 2,119 funds tracked by Wall St. Rank hold UNH as of Q1 2020.

  • Miles Capital held 2,232 shares of UnitedHealth worth $557K as of Q1 2020.
  • Miles Capital sold 97 UnitedHealth shares in Q1 2020, an estimated $26.7K.
  • UnitedHealth made up 0.6% of Miles Capital's portfolio in Q1 2020, its #43 holding.
  • Miles Capital first reported a position in UnitedHealth in Q4 2014 and has held it in 22 quarters since.
  • Miles Capital's UnitedHealth position peaked at $1.36M in Q1 2016.
  • 2,119 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.