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PHH Investments’s UnitedHealth UNH Stock Holding History

PHH Investments’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 		$1.18M Sell
4,023
-135
-3% -$35.3K 0.31% 42
2019
Q3 		$904K Sell
4,158
-16
-0.4% -$3.86K 0.25% 60
2019
Q2 		$1.02M Sell
4,174
-257
-6% -$61.8K 0.29% 54
2019
Q1 		$1.1M Sell
4,431
-26
-0.6% -$6.63K 0.32% 52
2018
Q4 		$1.11M Sell
4,457
-210
-4% -$55.5K 0.36% 42
2018
Q3 		$1.24M Buy
+4,667
New +$1.21M 0.36% 41

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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 $1.56T AUM 27.86% 1-Year Est. Return

PHH Investments's UNH Position: Q4 2019 in Review

PHH Investments reduced its UnitedHealth (UNH) stake by 3.2% in Q4 2019, selling an estimated $35.3K and leaving 4,023 shares worth $1.18M. The position accounts for 0.31% of the portfolio, ranked #42.

PHH Investments first reported a position in UNH in Q3 2018 and has held it in 6 quarters since. The position peaked at $1.24M in Q3 2018. 2,162 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

  • PHH Investments held 4,023 shares of UnitedHealth worth $1.18M as of Q4 2019.
  • PHH Investments sold 135 UnitedHealth shares in Q4 2019, an estimated $35.3K.
  • UnitedHealth made up 0.31% of PHH Investments's portfolio in Q4 2019, its #42 holding.
  • PHH Investments first reported a position in UnitedHealth in Q3 2018 and has held it in 6 quarters since.
  • PHH Investments's UnitedHealth position peaked at $1.24M in Q3 2018.
  • 2,162 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.