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Cynosure Advisors’s UnitedHealth UNH Stock Holding History

Cynosure Advisors’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 		– Sell
-12,697
Closed -$3.12M – 180
2018
Q2 		$3.12M Hold
12,697
– – 0.85% 8
2018
Q1 		$2.72M Buy
12,697
+7,123
+128% +$1.63M 0.69% 9
2017
Q4 		$1.23M Buy
+5,574
New +$1.18M 0.28% 31

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cynosure Advisors's UNH Position: Q3 2018 in Review

Cynosure Advisors sold out of UnitedHealth (UNH) in Q3 2018, closing a stake of 12,697 shares — an estimated $3.12M sold.

Cynosure Advisors first reported a position in UNH in Q4 2017 and held it in 3 quarters. The position peaked at $3.12M in Q2 2018. 1,784 funds tracked by Wall St. Rank hold UNH as of Q3 2018.

  • Cynosure Advisors reported no remaining UnitedHealth position as of Q3 2018 after selling out during the quarter.
  • Cynosure Advisors sold 12,697 UnitedHealth shares in Q3 2018, an estimated $3.12M.
  • Cynosure Advisors first reported a position in UnitedHealth in Q4 2017 and held it in 3 quarters.
  • Cynosure Advisors's UnitedHealth position peaked at $3.12M in Q2 2018.
  • 1,784 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.