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Wakefield Asset Management’s UnitedHealth UNH Stock Holding History

Wakefield 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 		– Sell
-16
Closed -$4K – 205
2019
Q2 		$4K Sell
16
-124
-89% -$29.8K ﹤0.01% 171
2019
Q1 		$35K Sell
140
-1,368
-91% -$349K 0.01% 162
2018
Q4 		$376K Sell
1,508
-117
-7% -$30.9K 0.16% 113
2018
Q3 		$432K Buy
+1,625
New +$423K 0.17% 76

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Wakefield Asset Management sold out of UnitedHealth (UNH) in Q3 2019, closing a stake of 16 shares — an estimated $4K sold.

Wakefield Asset Management first reported a position in UNH in Q3 2018 and held it in 4 quarters. The position peaked at $432K in Q3 2018. 1,931 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

  • Wakefield Asset Management reported no remaining UnitedHealth position as of Q3 2019 after selling out during the quarter.
  • Wakefield Asset Management sold 16 UnitedHealth shares in Q3 2019, an estimated $4K.
  • Wakefield Asset Management first reported a position in UnitedHealth in Q3 2018 and held it in 4 quarters.
  • Wakefield Asset Management's UnitedHealth position peaked at $432K in Q3 2018.
  • 1,931 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Wakefield Asset Management's 13F filing for Q3 2019, filed 25 Oct 2019.