CWM
UNH icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return