Omega Advisors’s UnitedHealth UNH Stock Holding History

Omega Advisors’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
2018 Q4	$21.7M	Sell	87,000 -99,900	-53%	-$26.4M	2.12%	21
2018 Q3	$49.7M	Sell	186,900 -7,600	-4%	-$1.98M	2.15%	18
2018 Q2	$47.7M	Sell	194,500 -1,800	-0.9%	-$432K	1.66%	22
2018 Q1	$42M	Buy	+196,300	New	+$44.8M	1.57%	29
2016 Q3	–	Sell	-493,800	Closed	-$69.7M	–	92
2016 Q2	$69.7M	Sell	493,800 -5,700	-1%	-$760K	1.98%	20
2016 Q1	$64.4M	Buy	+499,500	New	+$59.1M	1.71%	22
2014 Q4	–	Sell	-11,400	Closed	-$983K	–	105
2014 Q3	$983K	Buy	+11,400	New	+$963K	0.01%	87

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Omega Advisors's UNH Position: Q4 2018 in Review

Omega Advisors reduced its UnitedHealth (UNH) stake by 53% in Q4 2018, selling an estimated $26.4M and leaving 87,000 shares worth $21.7M. The position accounts for 2.12% of the portfolio, ranked #21.

Omega Advisors first reported a position in UNH in Q3 2014 and has held it in 7 quarters since. The position peaked at $69.7M in Q2 2016. 1,921 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

Omega Advisors held 87,000 shares of UnitedHealth worth $21.7M as of Q4 2018.
Omega Advisors sold 99,900 UnitedHealth shares in Q4 2018, an estimated $26.4M.
UnitedHealth made up 2.12% of Omega Advisors's portfolio in Q4 2018, its #21 holding.
Omega Advisors first reported a position in UnitedHealth in Q3 2014 and has held it in 7 quarters since.
Omega Advisors's UnitedHealth position peaked at $69.7M in Q2 2016.
1,921 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on Omega Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.