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Stone Ridge Asset Management’s UnitedHealth UNH Stock Holding History

Stone Ridge Asset 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
-30,210
Closed -$8.91M – 469
2020
Q2 		$8.91M Sell
30,210
-71,701
-70% -$20.5M 1.42% 13
2020
Q1 		$25.4M Buy
101,911
+59,200
+139% +$16.3M 2.75% 4
2019
Q4 		$12.6M Hold
42,711
– – 0.75% 19
2019
Q3 		$9.28M Buy
42,711
+4,200
+11% +$1.01M 0.56% 28
2019
Q2 		$9.4M Buy
38,511
+1,200
+3% +$289K 0.56% 29
2019
Q1 		$9.23M Sell
37,311
-5,217
-12% -$1.33M 0.53% 26
2018
Q4 		$10.6M Sell
42,528
-12,605
-23% -$3.33M 0.65% 18
2018
Q3 		$14.7M Buy
55,133
+15,324
+38% +$3.99M 0.79% 13
2018
Q2 		$9.77M Buy
39,809
+2,498
+7% +$600K 0.56% 23
2018
Q1 		$7.99M Buy
37,311
+1,900
+5% +$434K 0.47% 30
2017
Q4 		$7.81M Buy
+35,411
New +$7.5M 0.49% 23
2016
Q2 		– Sell
-2,000
Closed -$258K – 48
2016
Q1 		$258K Sell
2,000
-1,200
-38% -$142K 1.57% 24
2015
Q4 		$376K Sell
3,200
-800
-20% -$93.5K 1.27% 12
2015
Q3 		$464K Buy
4,000
+800
+25% +$95.8K 1.83% 8
2015
Q2 		$390K Hold
3,200
– – 0.9% 21
2015
Q1 		$379K Hold
3,200
– – 0.95% 18
2014
Q4 		$323K Buy
+3,200
New +$303K 0.68% 25

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

Stone Ridge Asset Management's UNH Position: Q3 2020 in Review

Stone Ridge Asset Management sold out of UnitedHealth (UNH) in Q3 2020, closing a stake of 30,210 shares — an estimated $8.91M sold.

Stone Ridge Asset Management first reported a position in UNH in Q4 2014 and held it in 17 quarters. The position peaked at $25.4M in Q1 2020. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

  • Stone Ridge Asset Management reported no remaining UnitedHealth position as of Q3 2020 after selling out during the quarter.
  • Stone Ridge Asset Management sold 30,210 UnitedHealth shares in Q3 2020, an estimated $8.91M.
  • Stone Ridge Asset Management first reported a position in UnitedHealth in Q4 2014 and held it in 17 quarters.
  • Stone Ridge Asset Management's UnitedHealth position peaked at $25.4M in Q1 2020.
  • 2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Stone Ridge Asset Management's 13F filing for Q3 2020.