CI Global Investments’s UnitedHealth UNH Stock Holding History

CI Global Investments’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 Q3	$878K	Buy	3,300 +1,300	+65%	+$338K	0.01%	54
2018 Q2	$491K	Sell	2,000 -61,939	-97%	-$14.9M	0.01%	64
2018 Q1	$13.7M	Sell	63,939 -51,672	-45%	-$11.8M	0.24%	45
2017 Q4	$25.5M	Sell	115,611 -78,924	-41%	-$16.7M	0.43%	36
2017 Q3	$38.1M	Buy	194,535 +28,241	+17%	+$5.46M	0.67%	32
2017 Q2	$30.8M	Buy	+166,294	New	+$29.2M	0.58%	32
2016 Q4	–	Sell	-40,150	Closed	-$5.62M	–	100
2016 Q3	$5.62M	Sell	40,150 -24,975	-38%	-$3.5M	0.13%	63
2016 Q2	$9.2M	Buy	65,125 +30,025	+86%	+$4M	0.22%	59
2016 Q1	$4.52M	Buy	35,100 +10,100	+40%	+$1.19M	0.11%	74
2015 Q4	$2.94M	Sell	25,000 -15,000	-38%	-$1.75M	0.06%	88
2015 Q3	$4.64M	Sell	40,000 -15,000	-27%	-$1.8M	0.11%	105
2015 Q2	$6.71M	Buy	55,000 +5,000	+10%	+$591K	0.14%	111
2015 Q1	$5.92M	Sell	50,000 -13,000	-21%	-$1.44M	0.13%	116
2014 Q4	$6.37M	Buy	63,000 +15,000	+31%	+$1.42M	0.13%	105
2014 Q3	$4.14M	Buy	48,000 +8,000	+20%	+$676K	0.09%	135
2014 Q2	$3.27M	Buy	+40,000	New	+$3.15M	0.08%	141

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CI Global Investments's UNH Position: Q3 2018 in Review

CI Global Investments increased its UnitedHealth (UNH) stake by 65% in Q3 2018, buying an estimated $338K and bringing the position to 3,300 shares worth $878K. The position accounts for 0.01% of the portfolio, ranked #54.

CI Global Investments first reported a position in UNH in Q2 2014 and has held it in 16 quarters since. The position peaked at $38.1M in Q3 2017. 1,785 funds tracked by Wall St. Rank hold UNH as of Q3 2018.

CI Global Investments held 3,300 shares of UnitedHealth worth $878K as of Q3 2018.
CI Global Investments bought 1,300 UnitedHealth shares in Q3 2018, an estimated $338K.
UnitedHealth made up 0.01% of CI Global Investments's portfolio in Q3 2018, its #54 holding.
CI Global Investments first reported a position in UnitedHealth in Q2 2014 and has held it in 16 quarters since.
CI Global Investments's UnitedHealth position peaked at $38.1M in Q3 2017.
1,785 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2018.

Based on CI Global Investments's 13F filing for Q3 2018, filed 9 Nov 2018.