Aviance Capital Management’s UnitedHealth UNH Stock Holding History

Aviance Capital 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 Q1	$319K	Sell	1,292 -116	-8%	-$29.6K	0.05%	141
2018 Q4	$351K	Sell	1,408 -419	-23%	-$111K	0.05%	133
2018 Q3	$486K	Sell	1,827 -347	-16%	-$90.3K	0.05%	126
2018 Q2	$533K	Sell	2,174 -424	-16%	-$102K	0.04%	130
2018 Q1	$556K	Sell	2,598 -1,469	-36%	-$336K	0.04%	155
2017 Q4	$897K	Sell	4,067 -1,239	-23%	-$263K	0.06%	125
2017 Q3	$1.04M	Sell	5,306 -2,589	-33%	-$500K	0.07%	118
2017 Q2	$1.46M	Sell	7,895 -1,610	-17%	-$282K	0.09%	111
2017 Q1	$1.56M	Sell	9,505 -1,583	-14%	-$259K	0.09%	110
2016 Q4	$1.77M	Sell	11,088 -12,193	-52%	-$1.82M	0.09%	104
2016 Q3	$3.26M	Sell	23,281 -1,011	-4%	-$142K	0.09%	130
2016 Q2	$3.43M	Buy	24,292 +6,831	+39%	+$911K	0.1%	124
2016 Q1	$2.25M	Buy	17,461 +2,855	+20%	+$338K	0.07%	131
2015 Q4	$1.72M	Buy	14,606 +2,149	+17%	+$251K	0.06%	136
2015 Q3	$1.45M	Buy	+12,457	New	+$1.49M	0.05%	135
2014 Q1	–	Sell	-1,628	Closed	-$123K	–	400
2013 Q4	$123K	Buy	+1,628	New	+$117K	0.07%	179

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

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

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

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

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

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

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

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

Aviance Capital Management's UNH Position: Q1 2019 in Review

Aviance Capital Management reduced its UnitedHealth (UNH) stake by 8.2% in Q1 2019, selling an estimated $29.6K and leaving 1,292 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #141.

Aviance Capital Management first reported a position in UNH in Q4 2013 and has held it in 16 quarters since. The position peaked at $3.43M in Q2 2016. 1,944 funds tracked by Wall St. Rank hold UNH as of Q1 2019.

Aviance Capital Management held 1,292 shares of UnitedHealth worth $319K as of Q1 2019.
Aviance Capital Management sold 116 UnitedHealth shares in Q1 2019, an estimated $29.6K.
UnitedHealth made up 0.05% of Aviance Capital Management's portfolio in Q1 2019, its #141 holding.
Aviance Capital Management first reported a position in UnitedHealth in Q4 2013 and has held it in 16 quarters since.
Aviance Capital Management's UnitedHealth position peaked at $3.43M in Q2 2016.
1,944 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.