Davidson & Garrard’s UnitedHealth UNH Stock Holding History

Davidson & Garrard’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 Q3	$235K	Hold	1,200	–	–	0.06%	166
2017 Q2	$223K	Buy	+1,200	New	+$210K	0.05%	168

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

Davidson & Garrard's UNH Position: Q3 2017 in Review

Davidson & Garrard held its UnitedHealth (UNH) position steady in Q3 2017 at 1,200 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #166.

Davidson & Garrard first reported a position in UNH in Q2 2017 and has held it in 2 quarters since. 1,519 funds tracked by Wall St. Rank hold UNH as of Q3 2017.

Davidson & Garrard held 1,200 shares of UnitedHealth worth $235K as of Q3 2017.
Davidson & Garrard left its UnitedHealth share count unchanged in Q3 2017.
UnitedHealth made up 0.06% of Davidson & Garrard's portfolio in Q3 2017, its #166 holding.
Davidson & Garrard first reported a position in UnitedHealth in Q2 2017 and has held it in 2 quarters since.
1,519 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2017.

Based on Davidson & Garrard's 13F filing for Q3 2017, filed 7 Nov 2017.