CrestPoint Capital Management’s UnitedHealth UNH Stock Holding History

CrestPoint 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
2017 Q4	$507K	Buy	2,300 +200	+10%	+$42.4K	0.28%	116
2017 Q3	$411K	Hold	2,100	–	–	0.18%	167
2017 Q2	$389K	Sell	2,100 -100	-5%	-$17.5K	0.18%	167
2017 Q1	$361K	Sell	2,200 -100	-4%	-$16.4K	0.17%	165
2016 Q4	$368K	Hold	2,300	–	–	0.18%	163
2016 Q3	$322K	Hold	2,300	–	–	0.16%	175
2016 Q2	$325K	Sell	2,300 -200	-8%	-$26.7K	0.17%	164
2016 Q1	$322K	Buy	2,500 +100	+4%	+$11.8K	0.18%	165
2015 Q4	$282K	Hold	2,400	–	–	0.16%	152
2015 Q3	$278K	Buy	2,400 +200	+9%	+$23.9K	0.16%	158
2015 Q2	$268K	Buy	2,200 +100	+5%	+$11.8K	0.14%	189
2015 Q1	$248K	Buy	2,100 +100	+5%	+$11.1K	0.13%	202
2014 Q4	$202K	Buy	+2,000	New	+$190K	0.11%	219
2014 Q1	–	Sell	-4,000	Closed	-$301K	–	225
2013 Q4	$301K	Buy	+4,000	New	+$287K	0.2%	164

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

CrestPoint Capital Management's UNH Position: Q4 2017 in Review

CrestPoint Capital Management increased its UnitedHealth (UNH) stake by 9.5% in Q4 2017, buying an estimated $42.4K and bringing the position to 2,300 shares worth $507K. The position accounts for 0.28% of the portfolio, ranked #116.

CrestPoint Capital Management first reported a position in UNH in Q4 2013 and has held it in 14 quarters since. 1,677 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

CrestPoint Capital Management held 2,300 shares of UnitedHealth worth $507K as of Q4 2017.
CrestPoint Capital Management bought 200 UnitedHealth shares in Q4 2017, an estimated $42.4K.
UnitedHealth made up 0.28% of CrestPoint Capital Management's portfolio in Q4 2017, its #116 holding.
CrestPoint Capital Management first reported a position in UnitedHealth in Q4 2013 and has held it in 14 quarters since.
1,677 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on CrestPoint Capital Management's 13F filing for Q4 2017, filed 17 Jan 2018.