UBS O'Connor’s UnitedHealth UNH Stock Holding History

UBS O'Connor’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
2021 Q2	–	Sell	-10,000	Closed	-$3.72M	–	929
2021 Q1	$3.72M	Sell	10,000 -8,000	-44%	-$2.77M	0.05%	337
2020 Q4	$6.31M	Buy	18,000 +5,000	+38%	+$1.68M	0.13%	167
2020 Q3	$4.05M	Sell	13,000 -34,500	-73%	-$10.6M	0.1%	126
2020 Q2	$14M	Buy	47,500 +12,500	+36%	+$3.58M	0.31%	77
2020 Q1	$8.73M	Buy	+35,000	New	+$9.63M	0.18%	104
2019 Q3	–	Sell	-60,000	Closed	-$14.6M	–	363
2019 Q2	$14.6M	Buy	+60,000	New	+$14.4M	0.28%	52
2015 Q3	–	Sell	-9,704	Closed	-$1.18M	–	763
2015 Q2	$1.18M	Buy	9,704 +3,106	+47%	+$367K	0.01%	548
2015 Q1	$780K	Buy	6,598 +4,071	+161%	+$452K	0.01%	570
2014 Q4	$255K	Buy	+2,527	New	+$239K	﹤0.01%	574
2013 Q3	–	Sell	-36,000	Closed	-$2.36M	–	564
2013 Q2	$2.36M	Buy	+36,000	New	+$2.24M	0.04%	311

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS O'Connor's UNH Position: Q2 2021 in Review

UBS O'Connor sold out of UnitedHealth (UNH) in Q2 2021, closing a stake of 10,000 shares — an estimated $3.72M sold.

UBS O'Connor first reported a position in UNH in Q2 2013 and held it in 10 quarters. The position peaked at $14.6M in Q2 2019. 2,587 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

UBS O'Connor reported no remaining UnitedHealth position as of Q2 2021 after selling out during the quarter.
UBS O'Connor sold 10,000 UnitedHealth shares in Q2 2021, an estimated $3.72M.
UBS O'Connor first reported a position in UnitedHealth in Q2 2013 and held it in 10 quarters.
UBS O'Connor's UnitedHealth position peaked at $14.6M in Q2 2019.
2,587 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on UBS O'Connor's 13F filing for Q2 2021, filed 13 Aug 2021.