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Sovarnum Capital’s UnitedHealth UNH Stock Holding History

Sovarnum Capital’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
-3,400
Closed -$750K – 127
2017
Q4 		$750K Buy
+3,400
New +$721K 0.51% 57

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

Sovarnum Capital's UNH Position: Q3 2019 in Review

Sovarnum Capital reduced its UnitedHealth (UNH) stake by 5.6% in Q3 2019, selling an estimated $60.3K and leaving 4,200 shares worth $913K. The position accounts for 1.07% of the portfolio, ranked #24.

Sovarnum Capital first reported a position in UNH in Q2 2019 and has held it in 2 quarters since. The position peaked at $1.09M in Q2 2019. 1,931 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

  • Sovarnum Capital held 4,200 shares of UnitedHealth worth $913K as of Q3 2019.
  • Sovarnum Capital sold 250 UnitedHealth shares in Q3 2019, an estimated $60.3K.
  • UnitedHealth made up 1.07% of Sovarnum Capital's portfolio in Q3 2019, its #24 holding.
  • Sovarnum Capital first reported a position in UnitedHealth in Q2 2019 and has held it in 2 quarters since.
  • Sovarnum Capital's UnitedHealth position peaked at $1.09M in Q2 2019.
  • 1,931 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Sovarnum Capital's 13F filing for Q3 2019, filed 14 Nov 2019.