Catawba Capital Management’s UnitedHealth UNH Stock Holding History

Catawba 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
2018 Q2	$911K	Hold	3,712	–	–	0.21%	99
2018 Q1	$794K	Sell	3,712 -250	-6%	-$57.1K	0.19%	104
2017 Q4	$873K	Sell	3,962 -123	-3%	-$26.1K	0.2%	99
2017 Q3	$800K	Sell	4,085 -160	-4%	-$30.9K	0.18%	109
2017 Q2	$787K	Buy	4,245 +480	+13%	+$84.2K	0.18%	113
2017 Q1	$617K	Sell	3,765 -200	-5%	-$32.8K	0.13%	144
2016 Q4	$635K	Buy	3,965 +200	+5%	+$29.9K	0.15%	132
2016 Q3	$527K	Buy	3,765 +250	+7%	+$35K	0.12%	150
2016 Q2	$496K	Buy	3,515 +340	+11%	+$45.3K	0.12%	146
2016 Q1	$409K	Buy	3,175 +1,170	+58%	+$138K	0.1%	158
2015 Q4	$236K	Hold	2,005	–	–	0.06%	203
2015 Q3	$233K	Sell	2,005 -85	-4%	-$10.2K	0.06%	209
2015 Q2	$255K	Hold	2,090	–	–	0.06%	213
2015 Q1	$247K	Sell	2,090 -570	-21%	-$63.3K	0.06%	221
2014 Q4	$269K	Hold	2,660	–	–	0.06%	209
2014 Q3	$229K	Buy	+2,660	New	+$225K	0.05%	221

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return