PIA
UNH icon

Piedmont Investment Advisors’s UnitedHealth UNH Stock Holding History

Piedmont Investment Advisors’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
-144,826
Closed -$36.1M – 665
2020
Q1 		$36.1M Buy
144,826
+14,022
+11% +$3.86M 1.43% 9
2019
Q4 		$38.5M Buy
130,804
+3,830
+3% +$1M 1.33% 9
2019
Q3 		$27.6M Buy
126,974
+3,830
+3% +$924K 1.07% 13
2019
Q2 		$30M Sell
123,144
-1,564
-1% -$376K 1.21% 8
2019
Q1 		$30.8M Buy
124,708
+20,540
+20% +$5.24M 1.25% 8
2018
Q4 		$25.9M Buy
104,168
+4,820
+5% +$1.27M 1.24% 9
2018
Q3 		$26.4M Buy
99,348
+37,694
+61% +$9.8M 1.11% 9
2018
Q2 		$15.1M Sell
61,654
-100,261
-62% -$24.1M 0.73% 19
2018
Q1 		$34.6M Sell
161,915
-81,752
-34% -$18.7M 0.92% 23
2017
Q4 		$53.7M Sell
243,667
-689
-0.3% -$146K 1.08% 18
2017
Q3 		$47.9M Buy
244,356
+2,620
+1% +$506K 1.02% 20
2017
Q2 		$44.8M Buy
241,736
+5,702
+2% +$1,000K 1% 22
2017
Q1 		$38.7M Buy
236,034
+3,880
+2% +$635K 0.8% 31
2016
Q4 		$37.2M Buy
232,154
+5,391
+2% +$805K 0.76% 32
2016
Q3 		$31.7M Sell
226,763
-19,961
-8% -$2.8M 0.69% 43
2016
Q2 		$34.8M Buy
246,724
+2,133
+0.9% +$284K 0.72% 43
2016
Q1 		$31.5M Buy
244,591
+2,702
+1% +$320K 0.66% 51
2015
Q4 		$28.5M Buy
241,889
+1,858
+0.8% +$217K 0.6% 52
2015
Q3 		$27.8M Buy
240,031
+1,668
+0.7% +$200K 0.63% 50
2015
Q2 		$29.1M Buy
238,363
+206,027
+637% +$24.4M 0.62% 47
2015
Q1 		$3.83M Hold
32,336
– – 0.23% 89
2014
Q4 		$3.27M Sell
32,336
-58
-0.2% -$5.5K 0.2% 91
2014
Q3 		$2.79M Sell
32,394
-62
-0.2% -$5.24K 0.14% 96
2014
Q2 		$2.65M Sell
32,456
-77
-0.2% -$6.06K 0.14% 96
2014
Q1 		$2.67M Sell
32,533
-891
-3% -$67.1K 0.15% 88
2013
Q4 		$2.52M Sell
33,424
-556,969
-94% -$40M 0.13% 89
2013
Q3 		$42.3M Buy
590,393
+10,827
+2% +$775K 2.21% 16
2013
Q2 		$37.9M Buy
+579,566
New +$36.1M 1.7% 29

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Piedmont Investment Advisors's UNH Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of UnitedHealth (UNH) in Q2 2020, closing a stake of 144,826 shares — an estimated $36.1M sold.

Piedmont Investment Advisors first reported a position in UNH in Q2 2013 and held it in 28 quarters. The position peaked at $53.7M in Q4 2017. 2,208 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining UnitedHealth position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 144,826 UnitedHealth shares in Q2 2020, an estimated $36.1M.
  • Piedmont Investment Advisors first reported a position in UnitedHealth in Q2 2013 and held it in 28 quarters.
  • Piedmont Investment Advisors's UnitedHealth position peaked at $53.7M in Q4 2017.
  • 2,208 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.