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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Catawba Capital Management's UNH Position: Q2 2018 in Review

Catawba Capital Management held its UnitedHealth (UNH) position steady in Q2 2018 at 3,712 shares worth $911K. The position accounts for 0.21% of the portfolio, ranked #99.

Catawba Capital Management first reported a position in UNH in Q3 2014 and has held it in 16 quarters since. 1,755 funds tracked by Wall St. Rank hold UNH as of Q2 2018.

Catawba Capital Management held 3,712 shares of UnitedHealth worth $911K as of Q2 2018.
Catawba Capital Management left its UnitedHealth share count unchanged in Q2 2018.
UnitedHealth made up 0.21% of Catawba Capital Management's portfolio in Q2 2018, its #99 holding.
Catawba Capital Management first reported a position in UnitedHealth in Q3 2014 and has held it in 16 quarters since.
1,755 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2018.

Based on Catawba Capital Management's 13F filing for Q2 2018, filed 11 Jul 2018.