Neuburgh Advisers’s UnitedHealth UNH Stock Holding History

Neuburgh Advisers’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	$61.3M	Buy	281,996 +31,620	+13%	+$7.63M	1.91%	11
2019 Q2	$61.1M	Buy	250,376 +35,836	+17%	+$8.62M	1.97%	11
2019 Q1	$53M	Buy	214,540 +12,988	+6%	+$3.31M	1.8%	10
2018 Q4	$50.2M	Sell	201,552 -26,010	-11%	-$6.87M	1.97%	9
2018 Q3	$60.5M	Sell	227,562 -37,842	-14%	-$9.84M	1.95%	8
2018 Q2	$65.1M	Buy	265,404 +43,146	+19%	+$10.4M	2.17%	5
2018 Q1	$47.6M	Sell	222,258 -1,734	-0.8%	-$396K	1.66%	11
2017 Q4	$49.4M	Sell	223,992 -2,380	-1%	-$504K	1.77%	8
2017 Q3	$44.3M	Sell	226,372 -21,964	-9%	-$4.24M	1.65%	10
2017 Q2	$46M	Buy	248,336 +1,326	+0.5%	+$233K	1.74%	10
2017 Q1	$40.5M	Buy	247,010 +177,616	+256%	+$29.1M	1.6%	11
2016 Q4	$11.1M	Buy	+69,394	New	+$10.4M	0.5%	48

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

Neuburgh Advisers's UNH Position: Q3 2019 in Review

Neuburgh Advisers increased its UnitedHealth (UNH) stake by 13% in Q3 2019, buying an estimated $7.63M and bringing the position to 281,996 shares worth $61.3M. The position accounts for 1.91% of the portfolio, ranked #11.

Neuburgh Advisers first reported a position in UNH in Q4 2016 and has held it in 12 quarters since. The position peaked at $65.1M in Q2 2018. 1,931 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

Neuburgh Advisers held 281,996 shares of UnitedHealth worth $61.3M as of Q3 2019.
Neuburgh Advisers bought 31,620 UnitedHealth shares in Q3 2019, an estimated $7.63M.
UnitedHealth made up 1.91% of Neuburgh Advisers's portfolio in Q3 2019, its #11 holding.
Neuburgh Advisers first reported a position in UnitedHealth in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's UnitedHealth position peaked at $65.1M in Q2 2018.
1,931 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.