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Bellwether Investment Group’s UnitedHealth UNH Stock Holding History

Bellwether Investment Group’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 		$682K Sell
3,097
-380
-11% -$80.5K 2.74% 6
2017
Q3 		$681K Sell
3,477
-74
-2% -$14.3K 3.2% 4
2017
Q2 		$658K Buy
3,551
+45
+1% +$7.89K 3.05% 5
2017
Q1 		$575K Buy
3,506
+174
+5% +$28.5K 1.52% 6
2016
Q4 		$533K Buy
+3,332
New +$498K 0.48% 46
2016
Q2 		$220K Buy
+1,557
New +$208K 0.24% 115

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

Bellwether Investment Group's UNH Position: Q4 2017 in Review

Bellwether Investment Group reduced its UnitedHealth (UNH) stake by 11% in Q4 2017, selling an estimated $80.5K and leaving 3,097 shares worth $682K. The position accounts for 2.74% of the portfolio, ranked #6.

Bellwether Investment Group first reported a position in UNH in Q2 2016 and has held it in 6 quarters since. 1,677 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

  • Bellwether Investment Group held 3,097 shares of UnitedHealth worth $682K as of Q4 2017.
  • Bellwether Investment Group sold 380 UnitedHealth shares in Q4 2017, an estimated $80.5K.
  • UnitedHealth made up 2.74% of Bellwether Investment Group's portfolio in Q4 2017, its #6 holding.
  • Bellwether Investment Group first reported a position in UnitedHealth in Q2 2016 and has held it in 6 quarters since.
  • 1,677 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.