Newfound Research’s UnitedHealth UNH Stock Holding History

Newfound Research’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 Q2	–	Sell	-2	Closed	-$1K	–	185
2020 Q1	$1K	Hold	2	–	–	﹤0.01%	84
2019 Q4	$1K	Sell	2 -2	-50%	-$523	﹤0.01%	132
2019 Q3	$1K	Sell	4 -1	-20%	-$241	﹤0.01%	145
2019 Q2	$1K	Sell	5 -2	-29%	-$481	﹤0.01%	146
2019 Q1	$2K	Sell	7 -1	-13%	-$255	﹤0.01%	98
2018 Q4	$2K	Sell	8 -2	-20%	-$528	﹤0.01%	83
2018 Q3	$3K	Sell	10 -1	-9%	-$260	﹤0.01%	96
2018 Q2	$3K	Sell	11 -2	-15%	-$480	﹤0.01%	81
2018 Q1	$3K	Buy	13 +10	+333%	+$2.28K	﹤0.01%	82
2017 Q4	$1K	Hold	3	–	–	﹤0.01%	165
2017 Q3	$1K	Sell	3 -1	-25%	-$193	﹤0.01%	161
2017 Q2	$1K	Sell	4 -1	-20%	-$175	﹤0.01%	159
2017 Q1	$1K	Sell	5 -2	-29%	-$328	﹤0.01%	154
2016 Q4	$1K	Sell	7 -1	-13%	-$149	﹤0.01%	125
2016 Q3	$1K	Hold	8	–	–	﹤0.01%	135
2016 Q2	$1K	Buy	+8	New	+$1.07K	﹤0.01%	129

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

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

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

Newfound Research's UNH Position: Q2 2020 in Review

Newfound Research sold out of UnitedHealth (UNH) in Q2 2020, closing a stake of 2 shares — an estimated $1K sold.

Newfound Research first reported a position in UNH in Q2 2016 and held it in 16 quarters. The position peaked at $3K in Q3 2018. 2,208 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

Newfound Research reported no remaining UnitedHealth position as of Q2 2020 after selling out during the quarter.
Newfound Research sold 2 UnitedHealth shares in Q2 2020, an estimated $1K.
Newfound Research first reported a position in UnitedHealth in Q2 2016 and held it in 16 quarters.
Newfound Research's UnitedHealth position peaked at $3K in Q3 2018.
2,208 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.