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Oakview Capital Management’s UnitedHealth UNH Stock Holding History

Oakview 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
2017
Q2 		– Sell
-215
Closed -$35K – 33
2017
Q1 		$35K Hold
215
– – 0.02% 25
2016
Q4 		$34K Buy
+215
New +$32.1K 0.02% 24

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Oakview Capital Management's UNH Position: Q2 2017 in Review

Oakview Capital Management sold out of UnitedHealth (UNH) in Q2 2017, closing a stake of 215 shares — an estimated $35K sold.

Oakview Capital Management first reported a position in UNH in Q4 2016 and held it in 2 quarters. The position peaked at $35K in Q1 2017. 1,488 funds tracked by Wall St. Rank hold UNH as of Q2 2017.

  • Oakview Capital Management reported no remaining UnitedHealth position as of Q2 2017 after selling out during the quarter.
  • Oakview Capital Management sold 215 UnitedHealth shares in Q2 2017, an estimated $35K.
  • Oakview Capital Management first reported a position in UnitedHealth in Q4 2016 and held it in 2 quarters.
  • Oakview Capital Management's UnitedHealth position peaked at $35K in Q1 2017.
  • 1,488 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2017.

Based on Oakview Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.