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	–	Sell	-15,000	Closed	-$3.26M	–	551
2019 Q3	$3.26M	Sell	15,000 -1,600	-10%	-$386K	0.18%	168
2019 Q2	$4.05M	Buy	16,600 +15,000	+938%	+$3.61M	0.31%	90
2019 Q1	$396K	Buy	+1,600	New	+$408K	0.03%	506

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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. 2,162 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.
2,162 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.