Stanley Capital Management’s UnitedHealth UNH Stock Holding History

Stanley 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 Q3	–	Sell	-12,180	Closed	-$3.59M	–	46
2020 Q2	$3.59M	Sell	12,180 -4,400	-27%	-$1.26M	2.55%	21
2020 Q1	$4.13M	Sell	16,580 -8,800	-35%	-$2.42M	3.19%	15
2019 Q4	$7.46M	Buy	25,380 +400	+2%	+$105K	3.16%	16
2019 Q3	$5.43M	Hold	24,980	–	–	2.65%	19
2019 Q2	$6.09M	Hold	24,980	–	–	2.93%	18
2019 Q1	$6.18M	Hold	24,980	–	–	3.02%	18
2018 Q4	$6.22M	Hold	24,980	–	–	3.56%	8
2018 Q3	$6.65K	Hold	24,980	–	–	0.05%	17
2018 Q2	$6.13M	Hold	24,980	–	–	2.69%	18
2018 Q1	$5.35M	Buy	24,980 +8,800	+54%	+$2.01M	2.42%	24
2017 Q4	$3.57M	Hold	16,180	–	–	1.83%	29
2017 Q3	$3.17M	Buy	16,180 +9,800	+154%	+$1.89M	1.77%	29
2017 Q2	$1.18M	Sell	6,380 -40,000	-86%	-$7.01M	0.75%	34
2017 Q1	$7.61M	Hold	46,380	–	–	4.74%	1
2016 Q4	$7.42M	Hold	46,380	–	–	5.09%	2
2016 Q3	$6.49M	Hold	46,380	–	–	5.13%	1
2016 Q2	$6.55M	Hold	46,380	–	–	6.59%	1
2016 Q1	$5.98M	Hold	46,380	–	–	5.67%	1
2015 Q4	$5.46M	Sell	46,380 -4,700	-9%	-$549K	5.25%	2
2015 Q3	$5.93M	Sell	51,080 -5,200	-9%	-$622K	5.73%	1
2015 Q2	$6.87M	Hold	56,280	–	–	6.05%	1
2015 Q1	$6.66M	Hold	56,280	–	–	6%	1
2014 Q4	$5.69M	Buy	+56,280	New	+$5.33M	5.06%	2

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

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

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

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

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

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

Stanley Capital Management's UNH Position: Q3 2020 in Review

Stanley Capital Management sold out of UnitedHealth (UNH) in Q3 2020, closing a stake of 12,180 shares — an estimated $3.59M sold.

Stanley Capital Management first reported a position in UNH in Q4 2014 and held it in 23 quarters. The position peaked at $7.61M in Q1 2017. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

Stanley Capital Management reported no remaining UnitedHealth position as of Q3 2020 after selling out during the quarter.
Stanley Capital Management sold 12,180 UnitedHealth shares in Q3 2020, an estimated $3.59M.
Stanley Capital Management first reported a position in UnitedHealth in Q4 2014 and held it in 23 quarters.
Stanley Capital Management's UnitedHealth position peaked at $7.61M in Q1 2017.
2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Stanley Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.