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Stralem & Co’s UnitedHealth UNH Stock Holding History

Stralem & Co’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
Q2 		$5.11M Sell
17,335
-230
-1% -$65.9K 3.26% 10
2020
Q1 		$4.38M Sell
17,565
-1,380
-7% -$380K 3.25% 11
2019
Q4 		$5.57M Sell
18,945
-800
-4% -$209K 3.12% 10
2019
Q3 		$4.29M Sell
19,745
-2,600
-12% -$627K 2.48% 28
2019
Q2 		$5.45M Sell
22,345
-4,380
-16% -$1.05M 2.97% 18
2019
Q1 		$6.61M Sell
26,725
-3,290
-11% -$839K 3.03% 20
2018
Q4 		$7.48M Sell
30,015
-15,630
-34% -$4.13M 3.57% 2
2018
Q3 		$12.1M Sell
45,645
-5,000
-10% -$1.3M 3.61% 2
2018
Q2 		$12.4M Sell
50,645
-28,565
-36% -$6.86M 3.67% 1
2018
Q1 		$17M Sell
79,210
-14,690
-16% -$3.36M 3.37% 10
2017
Q4 		$20.7M Sell
93,900
-32,695
-26% -$6.93M 3.52% 4
2017
Q3 		$24.8M Sell
126,595
-35,405
-22% -$6.84M 3.57% 1
2017
Q2 		$30M Sell
162,000
-16,750
-9% -$2.94M 3.51% 2
2017
Q1 		$29.3M Sell
178,750
-12,090
-6% -$1.98M 3.43% 2
2016
Q4 		$30.5M Sell
190,840
-13,710
-7% -$2.05M 3.64% 1
2016
Q3 		$28.6M Sell
204,550
-7,800
-4% -$1.09M 3.32% 2
2016
Q2 		$30M Sell
212,350
-27,050
-11% -$3.61M 3.46% 2
2016
Q1 		$30.9M Sell
239,400
-24,548
-9% -$2.9M 3.37% 4
2015
Q4 		$31.1M Sell
263,948
-81,650
-24% -$9.54M 3.14% 9
2015
Q3 		$40.1M Sell
345,598
-49,900
-13% -$5.97M 3.33% 6
2015
Q2 		$48.3M Sell
395,498
-102,402
-21% -$12.1M 3.31% 2
2015
Q1 		$58.9M Buy
497,900
+485,200
+3,820% +$53.9M 3.29% 4
2014
Q4 		$1.28M Hold
12,700
– – 0.06% 40
2014
Q3 		$1.09M Hold
12,700
– – 0.04% 42
2014
Q2 		$1.04M Hold
12,700
– – 0.04% 42
2014
Q1 		$1.04M Hold
12,700
– – 0.03% 43
2013
Q4 		$956K Hold
12,700
– – 0.03% 43
2013
Q3 		$909K Sell
12,700
-2,600
-17% -$186K 0.03% 43
2013
Q2 		$1M Buy
+15,300
New +$952K 0.03% 43

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stralem & Co's UNH Position: Q2 2020 in Review

Stralem & Co reduced its UnitedHealth (UNH) stake by 1.3% in Q2 2020, selling an estimated $65.9K and leaving 17,335 shares worth $5.11M. The position accounts for 3.26% of the portfolio, ranked #10.

Stralem & Co first reported a position in UNH in Q2 2013 and has held it in 29 quarters since. The position peaked at $58.9M in Q1 2015. 2,209 funds tracked by Wall St. Rank hold UNH as of Q2 2020.

  • Stralem & Co held 17,335 shares of UnitedHealth worth $5.11M as of Q2 2020.
  • Stralem & Co sold 230 UnitedHealth shares in Q2 2020, an estimated $65.9K.
  • UnitedHealth made up 3.26% of Stralem & Co's portfolio in Q2 2020, its #10 holding.
  • Stralem & Co first reported a position in UnitedHealth in Q2 2013 and has held it in 29 quarters since.
  • Stralem & Co's UnitedHealth position peaked at $58.9M in Q1 2015.
  • 2,209 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2020.

Based on Stralem & Co's 13F filing for Q2 2020, filed 20 Jul 2020.