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Williams Jones & Associates’s UnitedHealth UNH Stock Holding History

Williams Jones & Associates’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
Q2 		$4.7M Buy
19,264
+557
+3% +$134K 0.1% 115
2019
Q1 		$4.63M Buy
18,707
+945
+5% +$241K 0.1% 116
2018
Q4 		$4.42M Sell
17,762
-40
-0.2% -$10.6K 0.12% 115
2018
Q3 		$4.74M Buy
17,802
+80
+0.5% +$20.8K 0.1% 131
2018
Q2 		$4.35M Sell
17,722
-200
-1% -$48K 0.1% 134
2018
Q1 		$3.83M Sell
17,922
-435
-2% -$99.4K 0.09% 135
2017
Q4 		$4.05M Hold
18,357
– – 0.09% 133
2017
Q3 		$3.6M Buy
18,357
+1,585
+9% +$306K 0.09% 141
2017
Q2 		$3.11M Sell
16,772
-615
-4% -$108K 0.08% 152
2017
Q1 		$2.85M Sell
17,387
-112
-0.6% -$18.3K 0.07% 159
2016
Q4 		$2.8M Sell
17,499
-468
-3% -$69.9K 0.08% 157
2016
Q3 		$2.52M Sell
17,967
-255
-1% -$35.7K 0.07% 153
2016
Q2 		$2.57M Buy
18,222
+250
+1% +$33.3K 0.08% 153
2016
Q1 		$2.32M Sell
17,972
-400
-2% -$47.3K 0.11% 120
2015
Q4 		$2.16M Sell
18,372
-813
-4% -$95K 0.1% 126
2015
Q3 		$2.23M Buy
19,185
+338
+2% +$40.5K 0.1% 134
2015
Q2 		$2.3M Buy
18,847
+3,947
+26% +$467K 0.09% 147
2015
Q1 		$1.76M Hold
14,900
– – 0.07% 163
2014
Q4 		$1.51M Buy
14,900
+3,015
+25% +$286K 0.06% 167
2014
Q3 		$1.02M Buy
11,885
+11,785
+11,785% +$996K 0.05% 168
2014
Q2 		$8K Sell
100
-6,000
-98% -$472K ﹤0.01% 359
2014
Q1 		$500K Buy
6,100
+6,000
+6,000% +$452K 0.01% 308
2013
Q4 		$8K Buy
100
+20
+25% +$1.44K ﹤0.01% 347
2013
Q3 		$6K Sell
80
-3,620
-98% -$259K ﹤0.01% 358
2013
Q2 		$242K Buy
+3,700
New +$230K 0.01% 284

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Williams Jones & Associates's UNH Position: Q2 2019 in Review

Williams Jones & Associates increased its UnitedHealth (UNH) stake by 3% in Q2 2019, buying an estimated $134K and bringing the position to 19,264 shares worth $4.7M. The position accounts for 0.1% of the portfolio, ranked #115.

Williams Jones & Associates first reported a position in UNH in Q2 2013 and has held it in 25 quarters since. The position peaked at $4.74M in Q3 2018. 1,965 funds tracked by Wall St. Rank hold UNH as of Q2 2019.

  • Williams Jones & Associates held 19,264 shares of UnitedHealth worth $4.7M as of Q2 2019.
  • Williams Jones & Associates bought 557 UnitedHealth shares in Q2 2019, an estimated $134K.
  • UnitedHealth made up 0.1% of Williams Jones & Associates's portfolio in Q2 2019, its #115 holding.
  • Williams Jones & Associates first reported a position in UnitedHealth in Q2 2013 and has held it in 25 quarters since.
  • Williams Jones & Associates's UnitedHealth position peaked at $4.74M in Q3 2018.
  • 1,965 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2019.

Based on Williams Jones & Associates's 13F filing for Q2 2019, filed 14 Aug 2019.