Polar Capital’s UnitedHealth UNH Stock Holding History

Polar Capital’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 Q3	$17.7M	Sell	56,672 -432,727	-88%	-$133M	0.13%	143
2020 Q2	$144M	Buy	489,399 +371,667	+316%	+$106M	1.25%	16
2020 Q1	$29.4M	Buy	+117,732	New	+$32.4M	0.32%	99
2019 Q1	–	Sell	-490,705	Closed	-$122M	–	292
2018 Q4	$122M	Buy	490,705 +1,500	+0.3%	+$396K	1.31%	15
2018 Q3	$130M	Buy	489,205 +397,905	+436%	+$103M	1.11%	17
2018 Q2	$22.4K	Hold	91,300	–	–	0.13%	146
2018 Q1	$20M	Sell	91,300 -275,000	-75%	-$62.8M	0.2%	139
2017 Q4	$80.8M	Hold	366,300	–	–	0.83%	26
2017 Q3	$71.7M	Hold	366,300	–	–	0.81%	32
2017 Q2	$67.9M	Buy	366,300 +44,800	+14%	+$7.86M	0.91%	29
2017 Q1	$52.7M	Buy	321,500 +15,000	+5%	+$2.46M	0.79%	37
2016 Q4	$49.1M	Buy	306,500 +74,500	+32%	+$11.1M	0.78%	28
2016 Q3	$32.5M	Sell	232,000 -86,000	-27%	-$12M	0.56%	49
2016 Q2	$44.9M	Buy	318,000 +64,461	+25%	+$8.59M	0.85%	33
2016 Q1	$32.7M	Sell	253,539 -71,961	-22%	-$8.51M	0.61%	48
2015 Q4	$38.3M	Sell	325,500 -102,250	-24%	-$12M	0.69%	45
2015 Q3	$49.6M	Buy	427,750 +405,000	+1,780%	+$48.5M	1%	20
2015 Q2	$2.78M	Buy	22,750 +750	+3%	+$88.7K	0.05%	211
2015 Q1	$2.6M	Buy	22,000 +12,000	+120%	+$1.33M	0.05%	211
2014 Q4	$1.01M	Buy	10,000 +2,000	+25%	+$190K	0.02%	238
2014 Q3	$690K	Buy	+8,000	New	+$676K	0.01%	243
2013 Q3	–	Sell	-225,000	Closed	-$14.7M	–	268
2013 Q2	$14.7M	Buy	+225,000	New	+$14M	0.51%	64

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Polar Capital's UNH Position: Q3 2020 in Review

Polar Capital reduced its UnitedHealth (UNH) stake by 88% in Q3 2020, selling an estimated $133M and leaving 56,672 shares worth $17.7M. The position accounts for 0.13% of the portfolio, ranked #143.

Polar Capital first reported a position in UNH in Q2 2013 and has held it in 22 quarters since. The position peaked at $144M in Q2 2020. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

Polar Capital held 56,672 shares of UnitedHealth worth $17.7M as of Q3 2020.
Polar Capital sold 432,727 UnitedHealth shares in Q3 2020, an estimated $133M.
UnitedHealth made up 0.13% of Polar Capital's portfolio in Q3 2020, its #143 holding.
Polar Capital first reported a position in UnitedHealth in Q2 2013 and has held it in 22 quarters since.
Polar Capital's UnitedHealth position peaked at $144M in Q2 2020.
2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.