Daniel Devine & Co’s UnitedHealth UNH Stock Holding History

Daniel Devine & Co’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	$2.2M	Hold	8,965	–	–	1.76%	12
2018 Q1	$1.92M	Hold	8,965	–	–	1.56%	15
2017 Q4	$1.98M	Sell	8,965 -150	-2%	-$31.8K	1.43%	15
2017 Q3	$1.78M	Hold	9,115	–	–	1.36%	16
2017 Q2	$1.69M	Sell	9,115 -250	-3%	-$43.8K	1.38%	16
2017 Q1	$1.54M	Sell	9,365 -5,700	-38%	-$934K	1.26%	17
2016 Q4	$2.41M	Hold	15,065	–	–	1.72%	19
2016 Q3	$2.11M	Hold	15,065	–	–	1.42%	21
2016 Q2	$2.13M	Sell	15,065 -40	-0.3%	-$5.33K	1.45%	19
2016 Q1	$1.95M	Hold	15,105	–	–	1.27%	23
2015 Q4	$1.78M	Sell	15,105 -1,960	-11%	-$229K	1.17%	22
2015 Q3	$1.98M	Buy	+17,065	New	+$2.04M	1.4%	16

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Daniel Devine & Co's UNH Position: Q2 2018 in Review

Daniel Devine & Co held its UnitedHealth (UNH) position steady in Q2 2018 at 8,965 shares worth $2.2M. The position accounts for 1.76% of the portfolio, ranked #12.

Daniel Devine & Co first reported a position in UNH in Q3 2015 and has held it in 12 quarters since. The position peaked at $2.41M in Q4 2016. 1,755 funds tracked by Wall St. Rank hold UNH as of Q2 2018.

Daniel Devine & Co held 8,965 shares of UnitedHealth worth $2.2M as of Q2 2018.
Daniel Devine & Co left its UnitedHealth share count unchanged in Q2 2018.
UnitedHealth made up 1.76% of Daniel Devine & Co's portfolio in Q2 2018, its #12 holding.
Daniel Devine & Co first reported a position in UnitedHealth in Q3 2015 and has held it in 12 quarters since.
Daniel Devine & Co's UnitedHealth position peaked at $2.41M in Q4 2016.
1,755 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2018.

Based on Daniel Devine & Co's 13F filing for Q2 2018, filed 18 Jul 2018.