Tiverton Asset Management’s UnitedHealth UNH Stock Holding History

Tiverton 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
2019 Q3	$36.8M	Buy	169,265 +25,487	+18%	+$6.15M	1.28%	11
2019 Q2	$35.1M	Buy	143,778 +19,528	+16%	+$4.7M	1.25%	11
2019 Q1	$30.7M	Buy	124,250 +6,424	+5%	+$1.64M	1.33%	10
2018 Q4	$29.4M	Buy	117,826 +402	+0.3%	+$106K	1.76%	10
2018 Q3	$31.2M	Buy	117,424 +8,233	+8%	+$2.14M	1.53%	10
2018 Q2	$26.8M	Buy	109,191 +7,349	+7%	+$1.76M	1.35%	12
2018 Q1	$21.8M	Buy	101,842 +233	+0.2%	+$53.2K	1.51%	11
2017 Q4	$22.4M	Buy	101,609 +5,609	+6%	+$1.19M	1.4%	12
2017 Q3	$18.8M	Hold	96,000	–	–	1.06%	20
2017 Q2	$17.8M	Hold	96,000	–	–	0.96%	24
2017 Q1	$15.7M	Buy	+96,000	New	+$15.7M	0.81%	37

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

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

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

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

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

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

Tiverton Asset Management's UNH Position: Q3 2019 in Review

Tiverton Asset Management increased its UnitedHealth (UNH) stake by 18% in Q3 2019, buying an estimated $6.15M and bringing the position to 169,265 shares worth $36.8M. The position accounts for 1.28% of the portfolio, ranked #11.

Tiverton Asset Management first reported a position in UNH in Q1 2017 and has held it in 11 quarters since. 1,932 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

Tiverton Asset Management held 169,265 shares of UnitedHealth worth $36.8M as of Q3 2019.
Tiverton Asset Management bought 25,487 UnitedHealth shares in Q3 2019, an estimated $6.15M.
UnitedHealth made up 1.28% of Tiverton Asset Management's portfolio in Q3 2019, its #11 holding.
Tiverton Asset Management first reported a position in UnitedHealth in Q1 2017 and has held it in 11 quarters since.
1,932 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.