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Origin Asset Management’s UnitedHealth UNH Stock Holding History

Origin Asset 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
2021
Q3 		– Sell
-6,057
Closed -$2.42M – 128
2021
Q2 		$2.42M Hold
6,057
– – 0.27% 31
2021
Q1 		$2.25M Sell
6,057
-2,300
-28% -$797K 0.23% 35
2020
Q4 		$2.93M Hold
8,357
– – 0.28% 28
2020
Q3 		$2.6M Sell
8,357
-3,100
-27% -$952K 0.28% 27
2020
Q2 		$3.38M Sell
11,457
-1,200
-9% -$344K 0.5% 23
2020
Q1 		$3.16M Sell
12,657
-17,000
-57% -$4.68M 0.41% 25
2019
Q4 		$8.72M Hold
29,657
– – 0.73% 31
2019
Q3 		$6.45M Sell
29,657
-16,000
-35% -$3.86M 0.59% 49
2019
Q2 		$11.1M Sell
45,657
-48,000
-51% -$11.5M 1.24% 27
2019
Q1 		$23.2M Sell
93,657
-1,100
-1% -$281K 1.94% 11
2018
Q4 		$23.6M Sell
94,757
-42,050
-31% -$11.1M 2.15% 8
2018
Q3 		$36.4M Sell
136,807
-6,600
-5% -$1.72M 2.37% 8
2018
Q2 		$35.2M Sell
143,407
-26,200
-15% -$6.29M 2.5% 5
2018
Q1 		$36.3M Sell
169,607
-46,100
-21% -$10.5M 2.28% 8
2017
Q4 		$47.6M Sell
215,707
-40,100
-16% -$8.5M 2.72% 5
2017
Q3 		$50.1M Sell
255,807
-7,800
-3% -$1.51M 3.08% 5
2017
Q2 		$48.9M Sell
263,607
-20,800
-7% -$3.65M 3.01% 4
2017
Q1 		$46.6M Buy
284,407
+28,157
+11% +$4.61M 2.9% 6
2016
Q4 		$41M Sell
256,250
-2,700
-1% -$403K 2.71% 3
2016
Q3 		$36.3M Sell
258,950
-3,000
-1% -$420K 2.3% 5
2016
Q2 		$37M Sell
261,950
-6,600
-2% -$880K 2.47% 5
2016
Q1 		$34.6M Buy
+268,550
New +$31.8M 2.42% 6

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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

Origin Asset Management's UNH Position: Q3 2021 in Review

Origin Asset Management sold out of UnitedHealth (UNH) in Q3 2021, closing a stake of 6,057 shares — an estimated $2.42M sold.

Origin Asset Management first reported a position in UNH in Q1 2016 and held it in 22 quarters. The position peaked at $50.1M in Q3 2017. 2,564 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

  • Origin Asset Management reported no remaining UnitedHealth position as of Q3 2021 after selling out during the quarter.
  • Origin Asset Management sold 6,057 UnitedHealth shares in Q3 2021, an estimated $2.42M.
  • Origin Asset Management first reported a position in UnitedHealth in Q1 2016 and held it in 22 quarters.
  • Origin Asset Management's UnitedHealth position peaked at $50.1M in Q3 2017.
  • 2,564 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Origin Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.