OFM
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Optima Fund Management’s UnitedHealth UNH Stock Holding History

Optima Fund 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
Q2 		$1.18M Sell
4,852
-360
-7% -$86.6K 2.02% 21
2019
Q1 		$1.29M Buy
+5,212
New +$1.33M 1.78% 34

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Optima Fund Management's UNH Position: Q2 2019 in Review

Optima Fund Management reduced its UnitedHealth (UNH) stake by 6.9% in Q2 2019, selling an estimated $86.6K and leaving 4,852 shares worth $1.18M. The position accounts for 2.02% of the portfolio, ranked #21.

Optima Fund Management first reported a position in UNH in Q1 2019 and has held it in 2 quarters since. The position peaked at $1.29M in Q1 2019. 1,965 funds tracked by Wall St. Rank hold UNH as of Q2 2019.

  • Optima Fund Management held 4,852 shares of UnitedHealth worth $1.18M as of Q2 2019.
  • Optima Fund Management sold 360 UnitedHealth shares in Q2 2019, an estimated $86.6K.
  • UnitedHealth made up 2.02% of Optima Fund Management's portfolio in Q2 2019, its #21 holding.
  • Optima Fund Management first reported a position in UnitedHealth in Q1 2019 and has held it in 2 quarters since.
  • Optima Fund Management's UnitedHealth position peaked at $1.29M in Q1 2019.
  • 1,965 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2019.

Based on Optima Fund Management's 13F filing for Q2 2019, filed 14 Aug 2019.