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Tuscan Ridge Asset Management’s UnitedHealth UNH Stock Holding History

Tuscan 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
2019
Q4 		$997K Buy
3,392
+2,250
+197% +$589K 0.1% 119
2019
Q3 		$248K Sell
1,142
-1,402
-55% -$338K 0.01% 587
2019
Q2 		$621K Buy
+2,544
New +$612K 0.05% 462

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

Tuscan Ridge Asset Management's UNH Position: Q4 2019 in Review

Tuscan Ridge Asset Management increased its UnitedHealth (UNH) stake by 197% in Q4 2019, buying an estimated $589K and bringing the position to 3,392 shares worth $997K. The position accounts for 0.1% of the portfolio, ranked #119.

Tuscan Ridge Asset Management first reported a position in UNH in Q2 2019 and has held it in 3 quarters since. 2,161 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

  • Tuscan Ridge Asset Management held 3,392 shares of UnitedHealth worth $997K as of Q4 2019.
  • Tuscan Ridge Asset Management bought 2,250 UnitedHealth shares in Q4 2019, an estimated $589K.
  • UnitedHealth made up 0.1% of Tuscan Ridge Asset Management's portfolio in Q4 2019, its #119 holding.
  • Tuscan Ridge Asset Management first reported a position in UnitedHealth in Q2 2019 and has held it in 3 quarters since.
  • 2,161 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on Tuscan Ridge Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.