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Riverhead Capital Management’s UnitedHealth UNH Stock Holding History

Riverhead 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 		$14.4M Buy
66,401
+7,065
+12% +$1.7M 0.53% 29
2019
Q2 		$14.5M Buy
59,336
+27,950
+89% +$6.72M 0.53% 27
2019
Q1 		$7.76M Buy
31,386
+1,862
+6% +$475K 0.31% 69
2018
Q4 		$7.36M Sell
29,524
-19,115
-39% -$5.05M 0.33% 62
2018
Q3 		$12.9M Sell
48,639
-21,502
-31% -$5.59M 0.47% 39
2018
Q2 		$17.2M Buy
70,141
+14,220
+25% +$3.41M 0.68% 17
2018
Q1 		$12M Sell
55,921
-1,111
-2% -$254K 0.5% 33
2017
Q4 		$12.6M Sell
57,032
-3,246
-5% -$688K 0.53% 30
2017
Q3 		$11.8M Sell
60,278
-13,845
-19% -$2.67M 0.55% 31
2017
Q2 		$13.7M Sell
74,123
-16,213
-18% -$2.84M 0.68% 19
2017
Q1 		$14.8M Buy
90,336
+38,945
+76% +$6.38M 0.82% 14
2016
Q4 		$8.22M Buy
51,391
+3,826
+8% +$572K 0.51% 37
2016
Q3 		$6.66M Buy
47,565
+11,441
+32% +$1.6M 0.43% 46
2016
Q2 		$3.7M Sell
36,124
-359,591
-91% -$47.9M 0.12% 223
2016
Q1 		$51M Sell
395,715
-292,137
-42% -$34.6M 0.72% 16
2015
Q4 		$80.9M Buy
687,852
+153,809
+29% +$18M 1.18% 5
2015
Q3 		$62M Sell
534,043
-93,707
-15% -$11.2M 0.98% 10
2015
Q2 		$76.6M Sell
627,750
-31,073
-5% -$3.68M 1.16% 5
2015
Q1 		$77.9M Buy
658,823
+95,673
+17% +$10.6M 1.17% 3
2014
Q4 		$56.9M Buy
563,150
+83,999
+18% +$7.96M 0.86% 12
2014
Q3 		$41.3M Sell
479,151
-183,953
-28% -$15.5M 0.71% 26
2014
Q2 		$54.2M Buy
663,104
+46,283
+8% +$3.64M 1.02% 6
2014
Q1 		$50.6M Buy
616,821
+155,546
+34% +$11.7M 1.11% 7
2013
Q4 		$34.7M Buy
461,275
+2,195
+0.5% +$158K 0.92% 15
2013
Q3 		$32.9M Sell
459,080
-322,000
-41% -$23M 1.07% 17
2013
Q2 		$51.1M Buy
+781,080
New +$48.6M 1.69% 6

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

Riverhead Capital Management's UNH Position: Q3 2019 in Review

Riverhead Capital Management increased its UnitedHealth (UNH) stake by 12% in Q3 2019, buying an estimated $1.7M and bringing the position to 66,401 shares worth $14.4M. The position accounts for 0.53% of the portfolio, ranked #29.

Riverhead Capital Management first reported a position in UNH in Q2 2013 and has held it in 26 quarters since. The position peaked at $80.9M in Q4 2015. 1,932 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

  • Riverhead Capital Management held 66,401 shares of UnitedHealth worth $14.4M as of Q3 2019.
  • Riverhead Capital Management bought 7,065 UnitedHealth shares in Q3 2019, an estimated $1.7M.
  • UnitedHealth made up 0.53% of Riverhead Capital Management's portfolio in Q3 2019, its #29 holding.
  • Riverhead Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 26 quarters since.
  • Riverhead Capital Management's UnitedHealth position peaked at $80.9M in Q4 2015.
  • 1,932 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Riverhead Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.