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	–	93
2020 Q1	$5.46M	Buy	+21,900	New	+$6.03M	1.95%	18
2019 Q3	–	Sell	-29,176	Closed	-$7.12M	–	96
2019 Q2	$7.12M	Buy	29,176 +13,769	+89%	+$3.31M	2.19%	20
2019 Q1	$3.81M	Buy	15,407 +1,200	+8%	+$306K	1.16%	42
2018 Q4	$3.54M	Buy	14,207 +1,628	+13%	+$430K	1.36%	34
2018 Q3	$3.35M	Buy	12,579 +1,414	+13%	+$368K	1.43%	36
2018 Q2	$2.74M	Sell	11,165 -19,235	-63%	-$4.62M	1.7%	29
2018 Q1	$6.51M	Buy	30,400 +18,970	+166%	+$4.33M	4.06%	6
2017 Q4	$2.52M	Hold	11,430	–	–	2.38%	26
2017 Q3	$2.24M	Sell	11,430 -9,721	-46%	-$1.88M	1.79%	33
2017 Q2	$3.92M	Hold	21,151	–	–	2.98%	22
2017 Q1	$3.47M	Buy	21,151 +4,964	+31%	+$813K	2.67%	19
2016 Q4	$2.59M	Buy	16,187 +1,138	+8%	+$170K	2.7%	27
2016 Q3	$2.11M	Buy	+15,049	New	+$2.11M	2.03%	24
2016 Q1	–	Sell	-35,500	Closed	-$4.18M	–	55
2015 Q4	$4.18M	Sell	35,500 -20,484	-37%	-$2.39M	1.87%	19
2015 Q3	$6.5M	Buy	+55,984	New	+$6.7M	4.45%	6
2015 Q2	–	Sell	-26,500	Closed	-$3.13M	–	51
2015 Q1	$3.13M	Buy	+26,500	New	+$2.94M	3.51%	15

Other funds holding UNH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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 $1.47T AUM 27.86% 1-Year Est. Return