Northstar Capital Management’s UnitedHealth UNH Stock Holding History

Northstar Capital Management’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	$3.63M	Sell	16,701 -10	-0.1%	-$2.41K	3.23%	13
2019 Q2	$4.08M	Sell	16,711 -24	-0.1%	-$5.77K	3.63%	10
2019 Q1	$4.14M	Sell	16,735 -118	-0.7%	-$30.1K	3.77%	7
2018 Q4	$4.2M	Buy	16,853 +20	+0.1%	+$5.28K	4.47%	6
2018 Q3	$4.48M	Hold	16,833	–	–	3.61%	7
2018 Q2	$4.13M	Buy	16,833 +122	+0.7%	+$29.3K	3.63%	8
2018 Q1	$3.58M	Buy	16,711 +657	+4%	+$150K	3.31%	12
2017 Q4	$3.54M	Buy	+16,054	New	+$3.4M	3.4%	9

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

Northstar Capital Management's UNH Position: Q3 2019 in Review

Northstar Capital Management reduced its UnitedHealth (UNH) stake by 0.06% in Q3 2019, selling an estimated $2.41K and leaving 16,701 shares worth $3.63M. The position accounts for 3.23% of the portfolio, ranked #13.

Northstar Capital Management first reported a position in UNH in Q4 2017 and has held it in 8 quarters since. The position peaked at $4.48M in Q3 2018. 1,932 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

Northstar Capital Management held 16,701 shares of UnitedHealth worth $3.63M as of Q3 2019.
Northstar Capital Management sold 10 UnitedHealth shares in Q3 2019, an estimated $2.41K.
UnitedHealth made up 3.23% of Northstar Capital Management's portfolio in Q3 2019, its #13 holding.
Northstar Capital Management first reported a position in UnitedHealth in Q4 2017 and has held it in 8 quarters since.
Northstar Capital Management's UnitedHealth position peaked at $4.48M in Q3 2018.
1,932 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Northstar Capital Management's 13F filing for Q3 2019, filed 7 Nov 2019.