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AHL Partners’s UnitedHealth UNH Stock Holding History

AHL Partners’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
Q4 		$14.6M Buy
66,060
+10,195
+18% +$2.16M 0.23% 56
2017
Q3 		$10.9M Sell
55,865
-31,140
-36% -$6.02M 0.2% 130
2017
Q2 		$16.1M Buy
87,005
+1,091
+1% +$191K 0.34% 19
2017
Q1 		$14.1M Buy
85,914
+57,624
+204% +$9.44M 0.31% 17
2016
Q4 		$4.53M Buy
28,290
+2,628
+10% +$393K 0.14% 283
2016
Q3 		$3.59M Sell
25,662
-7,941
-24% -$1.11M 0.13% 234
2016
Q2 		$4.75M Buy
33,603
+27,142
+420% +$3.62M 0.26% 87
2016
Q1 		$833K Sell
6,461
-29,816
-82% -$3.53M 0.05% 441
2015
Q4 		$4.27M Buy
36,277
+18,493
+104% +$2.16M 0.33% 103
2015
Q3 		$2.06M Sell
17,784
-60,369
-77% -$7.23M 0.33% 51
2015
Q2 		$9.53M Buy
78,153
+12,329
+19% +$1.46M 0.38% 5
2015
Q1 		$7.79M Buy
65,824
+12,865
+24% +$1.43M 0.31% 13
2014
Q4 		$5.35M Sell
52,959
-11,454
-18% -$1.09M 0.28% 36
2014
Q3 		$5.56M Buy
+64,413
New +$5.44M 0.43% 17

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

AHL Partners's UNH Position: Q4 2017 in Review

AHL Partners increased its UnitedHealth (UNH) stake by 18% in Q4 2017, buying an estimated $2.16M and bringing the position to 66,060 shares worth $14.6M. The position accounts for 0.23% of the portfolio, ranked #56.

AHL Partners first reported a position in UNH in Q3 2014 and has held it in 14 quarters since. The position peaked at $16.1M in Q2 2017. 1,676 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

  • AHL Partners held 66,060 shares of UnitedHealth worth $14.6M as of Q4 2017.
  • AHL Partners bought 10,195 UnitedHealth shares in Q4 2017, an estimated $2.16M.
  • UnitedHealth made up 0.23% of AHL Partners's portfolio in Q4 2017, its #56 holding.
  • AHL Partners first reported a position in UnitedHealth in Q3 2014 and has held it in 14 quarters since.
  • AHL Partners's UnitedHealth position peaked at $16.1M in Q2 2017.
  • 1,676 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.