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Oakbrook Investments’s UnitedHealth UNH Stock Holding History

Oakbrook Investments’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 		$1.21M Sell
4,850
-12,800
-73% -$3.52M 3.08% 5
2019
Q4 		$5.19M Sell
17,650
-26,750
-60% -$7M 1.06% 8
2019
Q3 		$9.65M Sell
44,400
-3,700
-8% -$893K 0.63% 31
2019
Q2 		$11.7M Sell
48,100
-2,195
-4% -$528K 0.7% 30
2019
Q1 		$12.4M Buy
50,295
+75
+0.1% +$19.1K 0.75% 30
2018
Q4 		$12.5M Buy
50,220
+4,045
+9% +$1.07M 0.85% 28
2018
Q3 		$12.3M Buy
46,175
+250
+0.5% +$65K 0.68% 31
2018
Q2 		$11.3M Sell
45,925
-1,805
-4% -$433K 0.71% 31
2018
Q1 		$10.2M Buy
47,730
+875
+2% +$200K 0.63% 34
2017
Q4 		$10.3M Buy
46,855
+4,305
+10% +$912K 0.66% 33
2017
Q3 		$8.33M Sell
42,550
-2,775
-6% -$536K 0.54% 42
2017
Q2 		$8.4M Buy
45,325
+3,550
+8% +$623K 0.56% 41
2017
Q1 		$6.85M Buy
41,775
+24,825
+146% +$4.07M 0.45% 47
2016
Q4 		$2.71M Sell
16,950
-37,125
-69% -$5.55M 0.18% 101
2016
Q3 		$7.57M Buy
54,075
+32,825
+154% +$4.6M 0.46% 52
2016
Q2 		$3M Sell
21,250
-6,700
-24% -$893K 0.17% 113
2016
Q1 		$3.6M Sell
27,950
-59,885
-68% -$7.08M 0.23% 85
2015
Q4 		$10.3M Buy
87,835
+27,960
+47% +$3.27M 0.66% 42
2015
Q3 		$6.95M Sell
59,875
-31,675
-35% -$3.79M 0.46% 55
2015
Q2 		$11.2M Sell
91,550
-20,875
-19% -$2.47M 0.68% 38
2015
Q1 		$13.3M Buy
112,425
+86,875
+340% +$9.65M 0.72% 38
2014
Q4 		$2.58M Sell
25,550
-55,175
-68% -$5.23M 0.14% 145
2014
Q3 		$6.96M Sell
80,725
-84,500
-51% -$7.14M 0.38% 65
2014
Q2 		$13.5M Buy
165,225
+144,050
+680% +$11.3M 0.41% 69
2014
Q1 		$1.74M Sell
21,175
-322,500
-94% -$24.3M 0.05% 296
2013
Q4 		$25.9M Sell
343,675
-17,175
-5% -$1.23M 0.72% 37
2013
Q3 		$25.8M Buy
360,850
+36,650
+11% +$2.62M 0.75% 35
2013
Q2 		$21.2M Buy
+324,200
New +$20.2M 0.61% 36

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

Oakbrook Investments's UNH Position: Q1 2020 in Review

Oakbrook Investments reduced its UnitedHealth (UNH) stake by 73% in Q1 2020, selling an estimated $3.52M and leaving 4,850 shares worth $1.21M. The position accounts for 3.08% of the portfolio, ranked #5.

Oakbrook Investments first reported a position in UNH in Q2 2013 and has held it in 28 quarters since. The position peaked at $25.9M in Q4 2013. 2,119 funds tracked by Wall St. Rank hold UNH as of Q1 2020.

  • Oakbrook Investments held 4,850 shares of UnitedHealth worth $1.21M as of Q1 2020.
  • Oakbrook Investments sold 12,800 UnitedHealth shares in Q1 2020, an estimated $3.52M.
  • UnitedHealth made up 3.08% of Oakbrook Investments's portfolio in Q1 2020, its #5 holding.
  • Oakbrook Investments first reported a position in UnitedHealth in Q2 2013 and has held it in 28 quarters since.
  • Oakbrook Investments's UnitedHealth position peaked at $25.9M in Q4 2013.
  • 2,119 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.