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OppenheimerFunds’s UnitedHealth UNH Stock Holding History

OppenheimerFunds’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
2013
Q4 		– Sell
-1,000
Closed -$22K – 960
2013
Q3 		$22K Buy
+1,000
New +$71.6K ﹤0.01% 909

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OppenheimerFunds's UNH Position: Q1 2019 in Review

OppenheimerFunds reduced its UnitedHealth (UNH) stake by 4.9% in Q1 2019, selling an estimated $42.9M and leaving 3,276,657 shares worth $810M. The position accounts for 1.01% of the portfolio, ranked #10.

OppenheimerFunds first reported a position in UNH in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.03B in Q3 2018. 1,943 funds tracked by Wall St. Rank hold UNH as of Q1 2019.

  • OppenheimerFunds held 3,276,657 shares of UnitedHealth worth $810M as of Q1 2019.
  • OppenheimerFunds sold 168,335 UnitedHealth shares in Q1 2019, an estimated $42.9M.
  • UnitedHealth made up 1.01% of OppenheimerFunds's portfolio in Q1 2019, its #10 holding.
  • OppenheimerFunds first reported a position in UnitedHealth in Q2 2013 and has held it in 24 quarters since.
  • OppenheimerFunds's UnitedHealth position peaked at $1.03B in Q3 2018.
  • 1,943 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2019.

Based on OppenheimerFunds's 13F filing for Q1 2019, filed 13 May 2019.