1GA
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1st Global Advisors’s UnitedHealth UNH Stock Holding History

1st Global 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
2017
Q2 		$4.25M Sell
22,897
-266
-1% -$46.6K 0.49% 20
2017
Q1 		$3.8M Buy
23,163
+5,624
+32% +$921K 0.44% 26
2016
Q4 		$2.81M Buy
17,539
+1,153
+7% +$172K 0.35% 35
2016
Q3 		$2.29M Buy
16,386
+608
+4% +$85.2K 0.3% 41
2016
Q2 		$2.23M Buy
15,778
+719
+5% +$95.9K 0.31% 39
2016
Q1 		$1.94M Buy
15,059
+3,511
+30% +$415K 0.27% 44
2015
Q4 		$1.36M Sell
11,548
-1,358
-11% -$159K 0.21% 65
2015
Q3 		$1.5M Sell
12,906
-1,359
-10% -$163K 0.24% 49
2015
Q2 		$1.74K Sell
14,265
-308
-2% -$36.4K 0.26% 47
2015
Q1 		$1.72M Sell
14,573
-614
-4% -$68.2K 0.25% 47
2014
Q4 		$1.53M Sell
15,187
-419
-3% -$39.7K 0.22% 50
2014
Q3 		$1.35M Sell
15,606
-105
-0.7% -$8.87K 0.21% 56
2014
Q2 		$1.28M Sell
15,711
-200
-1% -$15.7K 0.19% 60
2014
Q1 		$1.3M Buy
15,911
+3,446
+28% +$259K 0.24% 47
2013
Q4 		$939K Buy
12,465
+1,496
+14% +$107K 0.18% 79
2013
Q3 		$786K Sell
10,969
-391
-3% -$28K 0.16% 89
2013
Q2 		$744K Buy
+11,360
New +$707K 0.16% 84

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

1st Global Advisors's UNH Position: Q2 2017 in Review

1st Global Advisors reduced its UnitedHealth (UNH) stake by 1.1% in Q2 2017, selling an estimated $46.6K and leaving 22,897 shares worth $4.25M. The position accounts for 0.49% of the portfolio, ranked #20.

1st Global Advisors first reported a position in UNH in Q2 2013 and has held it in 17 quarters since. 1,488 funds tracked by Wall St. Rank hold UNH as of Q2 2017.

  • 1st Global Advisors held 22,897 shares of UnitedHealth worth $4.25M as of Q2 2017.
  • 1st Global Advisors sold 266 UnitedHealth shares in Q2 2017, an estimated $46.6K.
  • UnitedHealth made up 0.49% of 1st Global Advisors's portfolio in Q2 2017, its #20 holding.
  • 1st Global Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 17 quarters since.
  • 1,488 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.