Sio Capital Management’s UnitedHealth UNH Stock Holding History

Sio 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
2020 Q2	–	Sell	-21,900	Closed	-$5.46M	–	89
2020 Q1	$5.46M	Buy	+21,900	New	+$6.03M	1.83%	18
2019 Q3	–	Sell	-29,176	Closed	-$7.12M	–	87
2019 Q2	$7.12M	Buy	29,176 +13,769	+89%	+$3.31M	1.72%	20
2019 Q1	$3.81M	Buy	15,407 +1,200	+8%	+$306K	1.03%	42
2018 Q4	$3.54M	Buy	14,207 +1,628	+13%	+$430K	1.29%	34
2018 Q3	$3.35M	Buy	12,579 +1,414	+13%	+$368K	1.15%	36
2018 Q2	$2.74M	Sell	11,165 -19,235	-63%	-$4.62M	1.51%	29
2018 Q1	$6.51M	Buy	30,400 +18,970	+166%	+$4.33M	3.91%	6
2017 Q4	$2.52M	Hold	11,430	–	–	1.42%	26
2017 Q3	$2.24M	Sell	11,430 -9,721	-46%	-$1.88M	1.16%	33
2017 Q2	$3.92M	Hold	21,151	–	–	1.86%	22
2017 Q1	$3.47M	Buy	21,151 +4,964	+31%	+$813K	1.94%	19
2016 Q4	$2.59M	Buy	16,187 +1,138	+8%	+$170K	1.51%	27
2016 Q3	$2.11M	Buy	+15,049	New	+$2.11M	1.45%	24
2016 Q1	–	Sell	-35,500	Closed	-$4.18M	–	52
2015 Q4	$4.18M	Sell	35,500 -20,484	-37%	-$2.39M	1.85%	19
2015 Q3	$6.5M	Buy	+55,984	New	+$6.7M	4.45%	6
2015 Q2	–	Sell	-26,500	Closed	-$3.13M	–	46
2015 Q1	$3.13M	Buy	+26,500	New	+$2.94M	1.78%	15

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sio Capital Management's UNH Position: Q2 2020 in Review

Sio Capital Management sold out of UnitedHealth (UNH) in Q2 2020, closing a stake of 21,900 shares — an estimated $5.46M sold.

Sio Capital Management first reported a position in UNH in Q1 2015 and held it in 16 quarters. The position peaked at $7.12M in Q2 2019. 2,209 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

Sio Capital Management reported no remaining UnitedHealth position as of Q2 2020 after selling out during the quarter.
Sio Capital Management sold 21,900 UnitedHealth shares in Q2 2020, an estimated $5.46M.
Sio Capital Management first reported a position in UnitedHealth in Q1 2015 and held it in 16 quarters.
Sio Capital Management's UnitedHealth position peaked at $7.12M in Q2 2019.
2,209 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on Sio Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.