Windsor Creek Advisors’s UnitedHealth UNH Stock Holding History

Windsor Creek 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
2019 Q4	–	Sell	-826	Closed	-$180K	–	170
2019 Q3	$180K	Sell	826 -674	-45%	-$163K	0.04%	139
2019 Q2	$366K	Buy	+1,500	New	+$361K	0.1%	128

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Windsor Creek Advisors's UNH Position: Q4 2019 in Review

Windsor Creek Advisors sold out of UnitedHealth (UNH) in Q4 2019, closing a stake of 826 shares — an estimated $180K sold.

Windsor Creek Advisors first reported a position in UNH in Q2 2019 and held it in 2 quarters. The position peaked at $366K in Q2 2019. 2,162 funds tracked by Wall St. Rank hold UNH as of Q4 2019.

Windsor Creek Advisors reported no remaining UnitedHealth position as of Q4 2019 after selling out during the quarter.
Windsor Creek Advisors sold 826 UnitedHealth shares in Q4 2019, an estimated $180K.
Windsor Creek Advisors first reported a position in UnitedHealth in Q2 2019 and held it in 2 quarters.
Windsor Creek Advisors's UnitedHealth position peaked at $366K in Q2 2019.
2,162 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2019.

Based on Windsor Creek Advisors's 13F filing for Q4 2019, filed 31 Jan 2020.