Wellesley Investment Partners’s UnitedHealth UNH Stock Holding History

Wellesley Investment Partners’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
2020 Q3	$226K	Buy	+727	New	+$223K	0.08%	94
2019 Q1	–	Sell	-1,036	Closed	-$258K	–	126
2018 Q4	$258K	Hold	1,036	–	–	0.09%	106
2018 Q3	$275K	Sell	1,036 -31	-3%	-$8.06K	0.09%	111
2018 Q2	$261K	Buy	1,067 +31	+3%	+$7.44K	0.09%	113
2018 Q1	$221K	Buy	+1,036	New	+$237K	0.08%	122

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Wellesley Investment Partners's UNH Position: Q3 2020 in Review

Wellesley Investment Partners opened a new position in UnitedHealth (UNH) in Q3 2020: 727 shares worth $226K. The stake represents 0.08% of the portfolio and ranks #94 among its holdings. This is a return to the name: Wellesley Investment Partners previously reported a position in UNH as recently as Q4 2018.

Wellesley Investment Partners first reported a position in UNH in Q1 2018 and has held it in 5 quarters since. The position peaked at $275K in Q3 2018. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

Wellesley Investment Partners held 727 shares of UnitedHealth worth $226K as of Q3 2020.
UnitedHealth was a new Wellesley Investment Partners position in Q3 2020.
UnitedHealth made up 0.08% of Wellesley Investment Partners's portfolio in Q3 2020, its #94 holding.
Wellesley Investment Partners first reported a position in UnitedHealth in Q1 2018 and has held it in 5 quarters since.
Wellesley Investment Partners's UnitedHealth position peaked at $275K in Q3 2018.
2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.