PagnatoKarp Partners’s UnitedHealth UNH Stock Holding History

PagnatoKarp Partners’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 Q2	–	Sell	-1,468	Closed	-$366K	–	132
2020 Q1	$366K	Sell	1,468 -156	-10%	-$42.9K	0.09%	112
2019 Q4	$477K	Sell	1,624 -42	-3%	-$11K	0.08%	112
2019 Q3	$362K	Sell	1,666 -160	-9%	-$38.6K	0.07%	134
2019 Q2	$445K	Buy	1,826 +321	+21%	+$77.2K	0.09%	111
2019 Q1	$372K	Sell	1,505 -192	-11%	-$49K	0.08%	119
2018 Q4	$423K	Buy	1,697 +234	+16%	+$61.8K	0.09%	94
2018 Q3	$389K	Buy	1,463 +552	+61%	+$144K	0.11%	108
2018 Q2	$224K	Sell	911 -131	-13%	-$31.5K	0.07%	134
2018 Q1	$223K	Buy	+1,042	New	+$238K	0.09%	116

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PagnatoKarp Partners's UNH Position: Q2 2020 in Review

PagnatoKarp Partners sold out of UnitedHealth (UNH) in Q2 2020, closing a stake of 1,468 shares — an estimated $366K sold.

PagnatoKarp Partners first reported a position in UNH in Q1 2018 and held it in 9 quarters. The position peaked at $477K in Q4 2019. 2,209 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

PagnatoKarp Partners reported no remaining UnitedHealth position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 1,468 UnitedHealth shares in Q2 2020, an estimated $366K.
PagnatoKarp Partners first reported a position in UnitedHealth in Q1 2018 and held it in 9 quarters.
PagnatoKarp Partners's UnitedHealth position peaked at $477K in Q4 2019.
2,209 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.