Assured Investment Management’s UnitedHealth UNH Stock Holding History

Assured 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
2019 Q2	–	Sell	-6,390	Closed	-$1.58M	–	808
2019 Q1	$1.58M	Buy	6,390 +4,725	+284%	+$1.2M	0.02%	304
2018 Q4	$415K	Sell	1,665 -21,809	-93%	-$5.76M	0.01%	714
2018 Q3	$6.25M	Sell	23,474 -13,350	-36%	-$3.47M	0.11%	193
2018 Q2	$9.03M	Buy	36,824 +17,991	+96%	+$4.32M	0.17%	114
2018 Q1	$4.03M	Sell	18,833 -49,316	-72%	-$11.3M	0.09%	259
2017 Q4	$15M	Buy	68,149 +15,879	+30%	+$3.37M	0.3%	51
2017 Q3	$10.2M	Buy	52,270 +29,499	+130%	+$5.7M	0.21%	88
2017 Q2	$4.22M	Buy	22,771 +22,343	+5,220%	+$3.92M	0.09%	141
2017 Q1	$70K	Sell	428 -12,813	-97%	-$2.1M	﹤0.01%	567
2016 Q4	$2.12M	Buy	+13,241	New	+$1.98M	0.04%	176
2016 Q3	–	Sell	-11,644	Closed	-$1.64M	–	696
2016 Q2	$1.64M	Buy	+11,644	New	+$1.55M	0.04%	178
2015 Q3	–	Sell	-9,050	Closed	-$1.1M	–	721
2015 Q2	$1.1M	Buy	9,050 +4,821	+114%	+$570K	0.02%	220
2015 Q1	$500K	Buy	+4,229	New	+$470K	0.01%	243

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Assured Investment Management's UNH Position: Q2 2019 in Review

Assured Investment Management sold out of UnitedHealth (UNH) in Q2 2019, closing a stake of 6,390 shares — an estimated $1.58M sold.

Assured Investment Management first reported a position in UNH in Q1 2015 and held it in 13 quarters. The position peaked at $15M in Q4 2017. 1,965 funds tracked by Wall St. Rank hold UNH as of Q2 2019.

Assured Investment Management reported no remaining UnitedHealth position as of Q2 2019 after selling out during the quarter.
Assured Investment Management sold 6,390 UnitedHealth shares in Q2 2019, an estimated $1.58M.
Assured Investment Management first reported a position in UnitedHealth in Q1 2015 and held it in 13 quarters.
Assured Investment Management's UnitedHealth position peaked at $15M in Q4 2017.
1,965 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.