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Osborn Williams & Donohoe’s UnitedHealth UNH Stock Holding History

Osborn Williams & Donohoe’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
2020
Q1 		$8.89M Buy
35,643
+1,347
+4% +$371K 1.17% 24
2019
Q4 		$10.1M Buy
34,296
+188
+0.6% +$49.2K 1.01% 28
2019
Q3 		$7.41M Buy
34,108
+1,557
+5% +$376K 0.75% 41
2019
Q2 		$7.94M Buy
32,551
+3,235
+11% +$778K 0.82% 38
2019
Q1 		$6.9M Buy
29,316
+10,438
+55% +$2.66M 0.71% 41
2018
Q4 		$4.7M Buy
18,878
+3,133
+20% +$828K 0.83% 41
2018
Q3 		$4.19M Buy
15,745
+1
+0% +$260 0.65% 47
2018
Q2 		$3.86M Buy
15,744
+518
+3% +$124K 0.65% 45
2018
Q1 		$3.26M Buy
15,226
+997
+7% +$228K 0.56% 52
2017
Q4 		$3.14M Buy
14,229
+223
+2% +$47.3K 0.54% 55
2017
Q3 		$2.74M Buy
14,006
+810
+6% +$156K 0.49% 60
2017
Q2 		$2.45M Buy
13,196
+400
+3% +$70.1K 0.44% 62
2017
Q1 		$2.1M Buy
12,796
+3,080
+32% +$504K 0.38% 75
2016
Q4 		$1.55M Buy
9,716
+732
+8% +$109K 0.29% 86
2016
Q3 		$1.26M Hold
8,984
– – 0.24% 94
2016
Q2 		$1.27M Buy
8,984
+33
+0.4% +$4.4K 0.25% 90
2016
Q1 		$1.15M Buy
8,951
+150
+2% +$17.7K 0.23% 93
2015
Q4 		$1.03M Sell
8,801
-130
-1% -$15.2K 0.21% 99
2015
Q3 		$1.04M Buy
8,931
+125
+1% +$15K 0.23% 97
2015
Q2 		$1.04M Hold
8,806
– – 0.21% 102
2015
Q1 		$1.04M Hold
8,806
– – 0.2% 104
2014
Q4 		$890K Hold
8,806
– – 0.17% 107
2014
Q3 		$759K Hold
8,806
– – 0.16% 120
2014
Q2 		$730K Hold
8,806
– – 0.15% 119
2014
Q1 		$722K Hold
8,806
– – 0.16% 119
2013
Q4 		$663K Hold
8,806
– – 0.15% 124
2013
Q3 		$631K Sell
8,806
-53
-0.6% -$3.79K 0.15% 121
2013
Q2 		$580K Buy
+8,859
New +$551K 0.15% 121

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
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 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

Osborn Williams & Donohoe's UNH Position: Q1 2020 in Review

Osborn Williams & Donohoe increased its UnitedHealth (UNH) stake by 3.9% in Q1 2020, buying an estimated $371K and bringing the position to 35,643 shares worth $8.89M. The position accounts for 1.17% of the portfolio, ranked #24.

Osborn Williams & Donohoe first reported a position in UNH in Q2 2013 and has held it in 28 quarters since. The position peaked at $10.1M in Q4 2019. 2,120 funds tracked by Wall St. Rank hold UNH as of Q1 2020.

  • Osborn Williams & Donohoe held 35,643 shares of UnitedHealth worth $8.89M as of Q1 2020.
  • Osborn Williams & Donohoe bought 1,347 UnitedHealth shares in Q1 2020, an estimated $371K.
  • UnitedHealth made up 1.17% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #24 holding.
  • Osborn Williams & Donohoe first reported a position in UnitedHealth in Q2 2013 and has held it in 28 quarters since.
  • Osborn Williams & Donohoe's UnitedHealth position peaked at $10.1M in Q4 2019.
  • 2,120 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.