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Acrospire Investment Management’s UnitedHealth UNH Stock Holding History

Acrospire Investment Management’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
Q3 		– Sell
-706
Closed -$131K – 1354
2017
Q2 		$131K Buy
706
+400
+131% +$70.1K 0.12% 118
2017
Q1 		$50K Sell
306
-1,094
-78% -$179K 0.04% 960
2016
Q4 		$224K Buy
1,400
+700
+100% +$105K 0.09% 285
2016
Q3 		$98K Buy
700
+400
+133% +$56K 0.07% 569
2016
Q2 		$42K Hold
300
– – 0.03% 1194
2016
Q1 		$39K Buy
+300
New +$35.5K 0.03% 1154

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
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
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

Acrospire Investment Management's UNH Position: Q3 2017 in Review

Acrospire Investment Management sold out of UnitedHealth (UNH) in Q3 2017, closing a stake of 706 shares — an estimated $131K sold.

Acrospire Investment Management first reported a position in UNH in Q1 2016 and held it in 6 quarters. The position peaked at $224K in Q4 2016. 1,519 funds tracked by Wall St. Rank hold UNH as of Q3 2017.

  • Acrospire Investment Management reported no remaining UnitedHealth position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 706 UnitedHealth shares in Q3 2017, an estimated $131K.
  • Acrospire Investment Management first reported a position in UnitedHealth in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's UnitedHealth position peaked at $224K in Q4 2016.
  • 1,519 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.