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	–	107
2019 Q2	$275K	Sell	1,125 -7,910	-88%	-$1.9M	0.38%	66
2019 Q1	$2.23M	Buy	9,035 +4,381	+94%	+$1.12M	3.13%	8
2018 Q4	$1.16M	Buy	4,654 +234	+5%	+$61.8K	1.54%	24
2018 Q3	$1.18M	Sell	4,420 -1,635	-27%	-$425K	1.01%	46
2018 Q2	$1.49M	Sell	6,055 -4,612	-43%	-$1.11M	1.43%	23
2018 Q1	$2.28M	Buy	10,667 +2,759	+35%	+$630K	2.58%	9
2017 Q4	$1.74M	Buy	7,908 +1,147	+17%	+$243K	2.11%	14
2017 Q3	$1.32M	Sell	6,761 -660	-9%	-$128K	1.58%	29
2017 Q2	$1.38M	Sell	7,421 -152	-2%	-$26.7K	2.01%	20
2017 Q1	$1.24M	Sell	7,573 -5,472	-42%	-$896K	1.63%	24
2016 Q4	$2.09M	Buy	13,045 +6,513	+100%	+$973K	3.27%	6
2016 Q3	$914K	Sell	6,532 -1,215	-16%	-$170K	1.42%	30
2016 Q2	$1.09M	Buy	+7,747	New	+$1.03M	2.27%	18
2016 Q1	–	Sell	-4,485	Closed	-$528K	–	96
2015 Q4	$528K	Sell	4,485 -24,020	-84%	-$2.81M	0.88%	40
2015 Q3	$3.31M	Buy	28,505 +20,353	+250%	+$2.44M	5.01%	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.47T AUM 27.86% 1-Year Est. Return