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Symphony Asset Management’s UnitedHealth UNH Stock Holding History

Symphony 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
Q1 		– Sell
-2,909
Closed -$855K – 150
2019
Q4 		$855K Buy
2,909
+13
+0.4% +$3.4K 0.19% 67
2019
Q3 		$629K Buy
2,896
+47
+2% +$11.3K 0.14% 92
2019
Q2 		$695K Sell
2,849
-1,683
-37% -$405K 0.15% 98
2019
Q1 		$1.12M Sell
4,532
-88
-2% -$22.4K 0.29% 45
2018
Q4 		$1.15M Buy
4,620
+2,268
+96% +$599K 0.34% 27
2018
Q3 		$626K Sell
2,352
-8,201
-78% -$2.13M 0.17% 76
2018
Q2 		$2.26M Sell
10,553
-1,185
-10% -$285K 0.45% 46
2018
Q1 		$2.51M Buy
11,738
+174
+2% +$39.7K 0.32% 77
2017
Q4 		$2.55M Sell
11,564
-173
-1% -$36.7K 0.26% 96
2017
Q3 		$2.3M Sell
11,737
-1,432
-11% -$277K 0.26% 92
2017
Q2 		$2.44M Sell
13,169
-643
-5% -$113K 0.28% 91
2017
Q1 		$2.27M Sell
13,812
-453
-3% -$74.2K 0.21% 113
2016
Q4 		$2.28M Sell
14,265
-492
-3% -$73.5K 0.23% 110
2016
Q3 		$2.07M Sell
14,757
-788
-5% -$110K 0.21% 125
2016
Q2 		$2.19M Buy
15,545
+1,796
+13% +$239K 0.24% 121
2016
Q1 		$1.77M Buy
13,749
+1,824
+15% +$216K 0.19% 132
2015
Q4 		$1.4M Sell
11,925
-8,224
-41% -$961K 0.15% 153
2015
Q3 		$2.34M Buy
20,149
+1,681
+9% +$201K 0.28% 90
2015
Q2 		$2.25M Buy
+18,468
New +$2.18M 0.28% 94

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Symphony Asset Management's UNH Position: Q1 2020 in Review

Symphony Asset Management sold out of UnitedHealth (UNH) in Q1 2020, closing a stake of 2,909 shares — an estimated $855K sold.

Symphony Asset Management first reported a position in UNH in Q2 2015 and held it in 19 quarters. The position peaked at $2.55M in Q4 2017. 2,120 funds tracked by Wall St. Rank hold UNH as of Q1 2020.

  • Symphony Asset Management reported no remaining UnitedHealth position as of Q1 2020 after selling out during the quarter.
  • Symphony Asset Management sold 2,909 UnitedHealth shares in Q1 2020, an estimated $855K.
  • Symphony Asset Management first reported a position in UnitedHealth in Q2 2015 and held it in 19 quarters.
  • Symphony Asset Management's UnitedHealth position peaked at $2.55M in Q4 2017.
  • 2,120 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2020.

Based on Symphony Asset Management's 13F filing for Q1 2020, filed 12 May 2020.