WA
UNH icon

Wasatch Advisors’s UnitedHealth UNH Stock Holding History

Wasatch Advisors’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
Q3 		– Sell
-6,240
Closed -$1.53M – 282
2018
Q2 		$1.53M Buy
6,240
+600
+11% +$144K 0.02% 233
2018
Q1 		$1.21M Buy
5,640
+2,250
+66% +$514K 0.02% 248
2017
Q4 		$747K Buy
3,390
+2,225
+191% +$472K 0.01% 265
2017
Q3 		$228K Buy
+1,165
New +$225K ﹤0.01% 316

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wasatch Advisors's UNH Position: Q3 2018 in Review

Wasatch Advisors sold out of UnitedHealth (UNH) in Q3 2018, closing a stake of 6,240 shares — an estimated $1.53M sold.

Wasatch Advisors first reported a position in UNH in Q3 2017 and held it in 4 quarters. The position peaked at $1.53M in Q2 2018. 1,785 funds tracked by Wall St. Rank hold UNH as of Q3 2018.

  • Wasatch Advisors reported no remaining UnitedHealth position as of Q3 2018 after selling out during the quarter.
  • Wasatch Advisors sold 6,240 UnitedHealth shares in Q3 2018, an estimated $1.53M.
  • Wasatch Advisors first reported a position in UnitedHealth in Q3 2017 and held it in 4 quarters.
  • Wasatch Advisors's UnitedHealth position peaked at $1.53M in Q2 2018.
  • 1,785 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2018.

Based on Wasatch Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.