Close Asset Management’s UnitedHealth UNH Stock Holding History

Close Asset 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 Q1	–	Sell	-500	Closed	-$110K	–	233
2017 Q4	$110K	Hold	500	–	–	0.01%	104
2017 Q3	$98K	Hold	500	–	–	0.01%	104
2017 Q2	$93K	Hold	500	–	–	0.01%	105
2017 Q1	$82K	Hold	500	–	–	0.01%	110
2016 Q4	$80K	Buy	+500	New	+$74.7K	0.01%	90

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

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

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

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

Close Asset Management's UNH Position: Q1 2018 in Review

Close Asset Management sold out of UnitedHealth (UNH) in Q1 2018, closing a stake of 500 shares — an estimated $110K sold.

Close Asset Management first reported a position in UNH in Q4 2016 and held it in 5 quarters. The position peaked at $110K in Q4 2017. 1,695 funds tracked by Wall St. Rank hold UNH as of Q1 2018.

Close Asset Management reported no remaining UnitedHealth position as of Q1 2018 after selling out during the quarter.
Close Asset Management sold 500 UnitedHealth shares in Q1 2018, an estimated $110K.
Close Asset Management first reported a position in UnitedHealth in Q4 2016 and held it in 5 quarters.
Close Asset Management's UnitedHealth position peaked at $110K in Q4 2017.
1,695 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2018.

Based on Close Asset Management's 13F filing for Q1 2018, filed 11 May 2018.