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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
2018
Q1 		– Sell
-20,000
Closed -$4.41M – 47
2017
Q4 		$4.41M Buy
+20,000
New +$4.24M 2.49% 15

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

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.