Steamboat Capital Partners’s UnitedHealth UNH Stock Holding History

Steamboat Capital Partners’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
2021 Q1	–	Sell	-25,804	Closed	-$9.05M	–	56
2020 Q4	$9.05M	Sell	25,804 -10,083	-28%	-$3.38M	2.58%	13
2020 Q3	$11.2M	Buy	35,887 +4,391	+14%	+$1.35M	1.82%	25
2020 Q2	$9.29M	Sell	31,496 -31,260	-50%	-$8.96M	1.73%	25
2020 Q1	$15.7M	Sell	62,756 -14,588	-19%	-$4.01M	3.07%	11
2019 Q4	$22.7M	Sell	77,344 -35,069	-31%	-$9.17M	6.44%	3
2019 Q3	$24.4M	Sell	112,413 -14,373	-11%	-$3.47M	7.54%	2
2019 Q2	$30.9M	Buy	126,786 +37,289	+42%	+$8.97M	8.12%	1
2019 Q1	$22.1M	Buy	89,497 +29,497	+49%	+$7.52M	7.91%	1
2018 Q4	$14.9M	Buy	+60,000	New	+$15.8M	6.38%	5

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steamboat Capital Partners's UNH Position: Q1 2021 in Review

Steamboat Capital Partners sold out of UnitedHealth (UNH) in Q1 2021, closing a stake of 25,804 shares — an estimated $9.05M sold.

Steamboat Capital Partners first reported a position in UNH in Q4 2018 and held it in 9 quarters. The position peaked at $30.9M in Q2 2019. 2,511 funds tracked by Wall St. Rank hold UNH as of Q1 2021.

Steamboat Capital Partners reported no remaining UnitedHealth position as of Q1 2021 after selling out during the quarter.
Steamboat Capital Partners sold 25,804 UnitedHealth shares in Q1 2021, an estimated $9.05M.
Steamboat Capital Partners first reported a position in UnitedHealth in Q4 2018 and held it in 9 quarters.
Steamboat Capital Partners's UnitedHealth position peaked at $30.9M in Q2 2019.
2,511 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2021.

Based on Steamboat Capital Partners's 13F filing for Q1 2021, filed 17 May 2021.