PA Capital’s UnitedHealth UNH Stock Holding History

PA Capital’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 Q3	$624K	Sell	2,000 -83	-4%	-$25.5K	0.44%	85
2020 Q2	$614K	Sell	2,083 -1,971	-49%	-$565K	0.44%	81
2020 Q1	$1.01M	Sell	4,054 -1,018	-20%	-$280K	0.89%	35
2019 Q4	$1.49M	Sell	5,072 -3,663	-42%	-$958K	1.32%	16
2019 Q3	$1.9M	Sell	8,735 -686	-7%	-$166K	1.87%	8
2019 Q2	$2.3M	Buy	9,421 +2,920	+45%	+$702K	2.09%	10
2019 Q1	$1.61M	Buy	6,501 +2,385	+58%	+$608K	1.43%	17
2018 Q4	$1.02M	Buy	+4,116	New	+$1.09M	1.08%	27

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PA Capital's UNH Position: Q3 2020 in Review

PA Capital reduced its UnitedHealth (UNH) stake by 4% in Q3 2020, selling an estimated $25.5K and leaving 2,000 shares worth $624K. The position accounts for 0.44% of the portfolio, ranked #85.

PA Capital first reported a position in UNH in Q4 2018 and has held it in 8 quarters since. The position peaked at $2.3M in Q2 2019. 2,239 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

PA Capital held 2,000 shares of UnitedHealth worth $624K as of Q3 2020.
PA Capital sold 83 UnitedHealth shares in Q3 2020, an estimated $25.5K.
UnitedHealth made up 0.44% of PA Capital's portfolio in Q3 2020, its #85 holding.
PA Capital first reported a position in UnitedHealth in Q4 2018 and has held it in 8 quarters since.
PA Capital's UnitedHealth position peaked at $2.3M in Q2 2019.
2,239 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on PA Capital's 13F filing for Q3 2020, filed 13 Nov 2020.