XK
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Xact Kapitalforvaltning’s UnitedHealth UNH Stock Holding History

Xact Kapitalforvaltning’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
Q1 		$51.8M Sell
207,520
-3,631
-2% -$999K 1.1% 13
2019
Q4 		$62.1M Buy
211,151
+4,240
+2% +$1.11M 1.06% 14
2019
Q3 		$45M Buy
206,911
+14,773
+8% +$3.56M 0.85% 20
2019
Q2 		$46.9M Buy
192,138
+13,974
+8% +$3.36M 0.97% 18
2019
Q1 		$44.1M Buy
178,164
+6,806
+4% +$1.74M 0.99% 16
2018
Q4 		$42.7M Sell
171,358
-9,570
-5% -$2.53M 1.1% 13
2018
Q3 		$48.1M Sell
180,928
-6,966
-4% -$1.81M 1.01% 12
2018
Q2 		$46.1M Sell
187,894
-9,229
-5% -$2.22M 0.98% 12
2018
Q1 		$42.2M Buy
197,123
+7,587
+4% +$1.73M 0.95% 12
2017
Q4 		$41.8M Buy
189,536
+11,309
+6% +$2.4M 1% 15
2017
Q3 		$34.9M Buy
178,227
+2,896
+2% +$559K 1% 15
2017
Q2 		$32.5M Buy
175,331
+12,620
+8% +$2.21M 0.99% 14
2017
Q1 		$26.7M Buy
162,711
+6,382
+4% +$1.05M 0.82% 22
2016
Q4 		$25M Buy
156,329
+1,732
+1% +$259K 0.88% 21
2016
Q3 		$21.6M Buy
+154,597
New +$21.7M 0.77% 28

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Xact Kapitalforvaltning's UNH Position: Q1 2020 in Review

Xact Kapitalforvaltning reduced its UnitedHealth (UNH) stake by 1.7% in Q1 2020, selling an estimated $999K and leaving 207,520 shares worth $51.8M. The position accounts for 1.1% of the portfolio, ranked #13.

Xact Kapitalforvaltning first reported a position in UNH in Q3 2016 and has held it in 15 quarters since. The position peaked at $62.1M in Q4 2019. 2,121 funds tracked by Wall St. Rank hold UNH as of Q1 2020.

  • Xact Kapitalforvaltning held 207,520 shares of UnitedHealth worth $51.8M as of Q1 2020.
  • Xact Kapitalforvaltning sold 3,631 UnitedHealth shares in Q1 2020, an estimated $999K.
  • UnitedHealth made up 1.1% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #13 holding.
  • Xact Kapitalforvaltning first reported a position in UnitedHealth in Q3 2016 and has held it in 15 quarters since.
  • Xact Kapitalforvaltning's UnitedHealth position peaked at $62.1M in Q4 2019.
  • 2,121 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.