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Allegis Investment Advisors’s UnitedHealth UNH Stock Holding History

Allegis Investment 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
Q4 		– Sell
-1,370
Closed -$268K – 282
2017
Q3 		$268K Buy
+1,370
New +$265K 0.06% 214
2016
Q1 		– Sell
-1,014
Closed -$119K – 854
2015
Q4 		$119K Buy
+1,014
New +$119K 0.07% 202

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

Allegis Investment Advisors's UNH Position: Q4 2017 in Review

Allegis Investment Advisors sold out of UnitedHealth (UNH) in Q4 2017, closing a stake of 1,370 shares — an estimated $268K sold.

Allegis Investment Advisors first reported a position in UNH in Q4 2015 and held it in 2 quarters. The position peaked at $268K in Q3 2017. 1,677 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

  • Allegis Investment Advisors reported no remaining UnitedHealth position as of Q4 2017 after selling out during the quarter.
  • Allegis Investment Advisors sold 1,370 UnitedHealth shares in Q4 2017, an estimated $268K.
  • Allegis Investment Advisors first reported a position in UnitedHealth in Q4 2015 and held it in 2 quarters.
  • Allegis Investment Advisors's UnitedHealth position peaked at $268K in Q3 2017.
  • 1,677 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on Allegis Investment Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.