Catamount Wealth Management’s UnitedHealth UNH Stock Holding History

Catamount Wealth 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	$7K	Sell	30 -16	-35%	-$4.08K	﹤0.01%	150
2018 Q4	$12K	Buy	46 +16	+53%	+$4.23K	0.01%	130
2018 Q3	$8K	Hold	30	–	–	﹤0.01%	153
2018 Q2	$8K	Hold	30	–	–	﹤0.01%	149
2018 Q1	$6K	Sell	30 -20	-40%	-$4.57K	﹤0.01%	151
2017 Q4	$11K	Buy	50 +20	+67%	+$4.24K	0.01%	128
2017 Q3	$6K	Hold	30	–	–	﹤0.01%	150
2017 Q2	$6K	Hold	30	–	–	﹤0.01%	142
2017 Q1	$5K	Sell	30 -2,020	-99%	-$331K	﹤0.01%	150
2016 Q4	$328K	Buy	+2,050	New	+$306K	0.27%	31
2015 Q4	–	Sell	-25	Closed	-$3K	–	145
2015 Q3	$3K	Hold	25	–	–	﹤0.01%	119
2015 Q2	$3K	Hold	25	–	–	﹤0.01%	158
2015 Q1	$3K	Hold	25	–	–	﹤0.01%	131
2014 Q4	$3K	Buy	+25	New	+$2.37K	﹤0.01%	113

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Catamount Wealth Management's UNH Position: Q1 2019 in Review

Catamount Wealth Management reduced its UnitedHealth (UNH) stake by 35% in Q1 2019, selling an estimated $4.08K and leaving 30 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Catamount Wealth Management first reported a position in UNH in Q4 2014 and has held it in 14 quarters since. The position peaked at $328K in Q4 2016. 1,943 funds tracked by Wall St. Rank hold UNH as of Q1 2019.

Catamount Wealth Management held 30 shares of UnitedHealth worth $7K as of Q1 2019.
Catamount Wealth Management sold 16 UnitedHealth shares in Q1 2019, an estimated $4.08K.
UnitedHealth made up ﹤0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #150 holding.
Catamount Wealth Management first reported a position in UnitedHealth in Q4 2014 and has held it in 14 quarters since.
Catamount Wealth Management's UnitedHealth position peaked at $328K in Q4 2016.
1,943 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.