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BB&T Investment Services’s UnitedHealth UNH Stock Holding History

BB&T Investment Services’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 		$3.1M Buy
13,961
+801
+6% +$170K 0.52% 43
2017
Q3 		$2.58M Buy
13,160
+2,964
+29% +$573K 0.51% 44
2017
Q2 		$1.89M Buy
10,196
+3,140
+45% +$551K 0.47% 43
2017
Q1 		$1.15M Buy
7,056
+4,888
+225% +$801K 0.45% 42
2016
Q4 		$348K Buy
+2,168
New +$324K 0.26% 94

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

BB&T Investment Services's UNH Position: Q4 2017 in Review

BB&T Investment Services increased its UnitedHealth (UNH) stake by 6.1% in Q4 2017, buying an estimated $170K and bringing the position to 13,961 shares worth $3.1M. The position accounts for 0.52% of the portfolio, ranked #43.

BB&T Investment Services first reported a position in UNH in Q4 2016 and has held it in 5 quarters since. 1,677 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

  • BB&T Investment Services held 13,961 shares of UnitedHealth worth $3.1M as of Q4 2017.
  • BB&T Investment Services bought 801 UnitedHealth shares in Q4 2017, an estimated $170K.
  • UnitedHealth made up 0.52% of BB&T Investment Services's portfolio in Q4 2017, its #43 holding.
  • BB&T Investment Services first reported a position in UnitedHealth in Q4 2016 and has held it in 5 quarters since.
  • 1,677 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.