UC
UNH icon

Unio Capital’s UnitedHealth UNH Stock Holding History

Unio Capital’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
2018
Q4 		– Sell
-15,993
Closed -$4.25M – 78
2018
Q3 		$4.25M Sell
15,993
-6,923
-30% -$1.8M 2.79% 16
2018
Q2 		$5.62M Buy
22,916
+1,402
+7% +$337K 4.23% 9
2018
Q1 		$4.6M Buy
21,514
+1,238
+6% +$283K 3.83% 10
2017
Q4 		$4.47M Buy
+20,276
New +$4.3M 3.73% 13

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Unio Capital's UNH Position: Q4 2018 in Review

Unio Capital sold out of UnitedHealth (UNH) in Q4 2018, closing a stake of 15,993 shares — an estimated $4.25M sold.

Unio Capital first reported a position in UNH in Q4 2017 and held it in 4 quarters. The position peaked at $5.62M in Q2 2018. 1,920 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

  • Unio Capital reported no remaining UnitedHealth position as of Q4 2018 after selling out during the quarter.
  • Unio Capital sold 15,993 UnitedHealth shares in Q4 2018, an estimated $4.25M.
  • Unio Capital first reported a position in UnitedHealth in Q4 2017 and held it in 4 quarters.
  • Unio Capital's UnitedHealth position peaked at $5.62M in Q2 2018.
  • 1,920 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on Unio Capital's 13F filing for Q4 2018, filed 14 Feb 2019.