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Partner Investment Management’s UnitedHealth UNH Stock Holding History

Partner Investment 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
Q4 		$233K Buy
+791
New +$207K 1.67% 24
2019
Q3 		– Sell
-1,125
Closed -$275K – 102
2019
Q2 		$275K Sell
1,125
-7,910
-88% -$1.9M 0.29% 66
2019
Q1 		$2.23M Buy
9,035
+4,381
+94% +$1.12M 2.58% 8
2018
Q4 		$1.16M Buy
4,654
+234
+5% +$61.8K 1.45% 24
2018
Q3 		$1.18M Sell
4,420
-1,635
-27% -$425K 0.9% 46
2018
Q2 		$1.49M Sell
6,055
-4,612
-43% -$1.11M 1.2% 23
2018
Q1 		$2.28M Buy
10,667
+2,759
+35% +$630K 2.47% 9
2017
Q4 		$1.74M Buy
7,908
+1,147
+17% +$243K 2.01% 14
2017
Q3 		$1.32M Sell
6,761
-660
-9% -$128K 1.26% 29
2017
Q2 		$1.38M Sell
7,421
-152
-2% -$26.7K 1.85% 20
2017
Q1 		$1.24M Sell
7,573
-5,472
-42% -$896K 1.51% 24
2016
Q4 		$2.09M Buy
13,045
+6,513
+100% +$973K 2.77% 6
2016
Q3 		$914K Sell
6,532
-1,215
-16% -$170K 1.35% 30
2016
Q2 		$1.09M Buy
+7,747
New +$1.03M 1.79% 18
2016
Q1 		– Sell
-4,485
Closed -$528K – 93
2015
Q4 		$528K Sell
4,485
-24,020
-84% -$2.81M 0.87% 40
2015
Q3 		$3.31M Buy
28,505
+20,353
+250% +$2.44M 5% 4
2015
Q2 		$995K Sell
8,152
-6,609
-45% -$782K 1.4% 25
2015
Q1 		$1.75M Sell
14,761
-25,196
-63% -$2.8M 2.63% 6
2014
Q4 		$4.04M Buy
+39,957
New +$3.79M 1.65% 24

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Partner Investment Management's UNH Position: Q4 2019 in Review

Partner Investment Management opened a new position in UnitedHealth (UNH) in Q4 2019: 791 shares worth $233K. The stake represents 1.67% of the portfolio and ranks #24 among its holdings. This is a return to the name: Partner Investment Management previously reported a position in UNH as recently as Q2 2019.

Partner Investment Management first reported a position in UNH in Q4 2014 and has held it in 19 quarters since. The position peaked at $4.04M in Q4 2014. 2,162 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

  • Partner Investment Management held 791 shares of UnitedHealth worth $233K as of Q4 2019.
  • UnitedHealth was a new Partner Investment Management position in Q4 2019.
  • UnitedHealth made up 1.67% of Partner Investment Management's portfolio in Q4 2019, its #24 holding.
  • Partner Investment Management first reported a position in UnitedHealth in Q4 2014 and has held it in 19 quarters since.
  • Partner Investment Management's UnitedHealth position peaked at $4.04M in Q4 2014.
  • 2,162 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on Partner Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.