South Texas Money Management’s UnitedHealth UNH Stock Holding History

South Texas Money 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	$1.16M	Buy	5,326 +1,573	+42%	+$380K	0.05%	142
2019 Q2	$916K	Hold	3,753	–	–	0.04%	118
2019 Q1	$928K	Sell	3,753 -1,675	-31%	-$427K	0.04%	113
2018 Q4	$1.35M	Sell	5,428 -251	-4%	-$66.3K	0.06%	104
2018 Q3	$1.51M	Sell	5,679 -648	-10%	-$169K	0.06%	106
2018 Q2	$1.55M	Sell	6,327 -2	-0%	-$480	0.07%	102
2018 Q1	$1.35M	Buy	6,329 +50	+0.8%	+$11.4K	0.06%	108
2017 Q4	$1.38M	Sell	6,279 -359	-5%	-$76.1K	0.06%	97
2017 Q3	$1.3M	Sell	6,638 -5	-0.1%	-$966	0.06%	98
2017 Q2	$1.23M	Sell	6,643 -161	-2%	-$28.2K	0.06%	102
2017 Q1	$1.12M	Buy	6,804 +232	+4%	+$38K	0.06%	107
2016 Q4	$1.05M	Buy	6,572 +104	+2%	+$15.5K	0.06%	101
2016 Q3	$906K	Sell	6,468 -30	-0.5%	-$4.2K	0.05%	110
2016 Q2	$918K	Sell	6,498 -1,071	-14%	-$143K	0.05%	101
2016 Q1	$976K	Sell	7,569 -864	-10%	-$102K	0.06%	102
2015 Q4	$992K	Sell	8,433 -36	-0.4%	-$4.21K	0.06%	104
2015 Q3	$983K	Buy	8,469 +177	+2%	+$21.2K	0.06%	102
2015 Q2	$1.01M	Sell	8,292 -29	-0.3%	-$3.43K	0.06%	105
2015 Q1	$984K	Sell	8,321 -2,208	-21%	-$245K	0.06%	101
2014 Q4	$1.06M	Buy	+10,529	New	+$998K	0.07%	92
2014 Q1	–	Sell	-367,291	Closed	-$27.7M	–	178
2013 Q4	$27.7M	Sell	367,291 -64,917	-15%	-$4.66M	1.93%	14
2013 Q3	$30.9M	Sell	432,208 -20,020	-4%	-$1.43M	2.4%	5
2013 Q2	$29.6M	Buy	+452,228	New	+$28.1M	2.41%	4

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

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

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

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

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

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

South Texas Money Management's UNH Position: Q3 2019 in Review

South Texas Money Management increased its UnitedHealth (UNH) stake by 42% in Q3 2019, buying an estimated $380K and bringing the position to 5,326 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #142.

South Texas Money Management first reported a position in UNH in Q2 2013 and has held it in 23 quarters since. The position peaked at $30.9M in Q3 2013. 1,932 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

South Texas Money Management held 5,326 shares of UnitedHealth worth $1.16M as of Q3 2019.
South Texas Money Management bought 1,573 UnitedHealth shares in Q3 2019, an estimated $380K.
UnitedHealth made up 0.05% of South Texas Money Management's portfolio in Q3 2019, its #142 holding.
South Texas Money Management first reported a position in UnitedHealth in Q2 2013 and has held it in 23 quarters since.
South Texas Money Management's UnitedHealth position peaked at $30.9M in Q3 2013.
1,932 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.