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Perella Weinberg Partners Capital Management’s UnitedHealth UNH Stock Holding History

Perella Weinberg Partners Capital 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
Q3 		– Sell
-15,200
Closed -$3.71M – 155
2019
Q2 		$3.71M Buy
+15,200
New +$3.66M 0.16% 125
2013
Q3 		– Sell
-4,780
Closed -$313K – 244
2013
Q2 		$313K Buy
+4,780
New +$297K 0.02% 226

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perella Weinberg Partners Capital Management's UNH Position: Q3 2019 in Review

Perella Weinberg Partners Capital Management sold out of UnitedHealth (UNH) in Q3 2019, closing a stake of 15,200 shares — an estimated $3.71M sold.

Perella Weinberg Partners Capital Management first reported a position in UNH in Q2 2013 and held it in 2 quarters. The position peaked at $3.71M in Q2 2019. 1,932 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

  • Perella Weinberg Partners Capital Management reported no remaining UnitedHealth position as of Q3 2019 after selling out during the quarter.
  • Perella Weinberg Partners Capital Management sold 15,200 UnitedHealth shares in Q3 2019, an estimated $3.71M.
  • Perella Weinberg Partners Capital Management first reported a position in UnitedHealth in Q2 2013 and held it in 2 quarters.
  • Perella Weinberg Partners Capital Management's UnitedHealth position peaked at $3.71M in Q2 2019.
  • 1,932 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.