Denver Investment Advisors’s UnitedHealth UNH Stock Holding History

Denver Investment 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 Q1	$655K	Buy	3,061 +102	+3%	+$23.3K	0.03%	287
2017 Q4	$652K	Sell	2,959 -100	-3%	-$21.2K	0.03%	283
2017 Q3	$599K	Hold	3,059	–	–	0.03%	292
2017 Q2	$567K	Sell	3,059 -101	-3%	-$17.7K	0.03%	304
2017 Q1	$518K	Hold	3,160	–	–	0.02%	323
2016 Q4	$506K	Hold	3,160	–	–	0.02%	339
2016 Q3	$442K	Buy	3,160 +300	+10%	+$42K	0.02%	337
2016 Q2	$404K	Sell	2,860 -691	-19%	-$92.1K	0.02%	354
2016 Q1	$458K	Buy	3,551 +391	+12%	+$46.3K	0.02%	338
2015 Q4	$372K	Sell	3,160 -740	-19%	-$86.5K	0.02%	376
2015 Q3	$452K	Hold	3,900	–	–	0.02%	354
2015 Q2	$476K	Sell	3,900 -13,537	-78%	-$1.6M	0.02%	376
2015 Q1	$2.06M	Sell	17,437 -21,265	-55%	-$2.36M	0.07%	272
2014 Q4	$3.91M	Buy	38,702 +2,982	+8%	+$283K	0.13%	177
2014 Q3	$3.08M	Buy	35,720 +31,420	+731%	+$2.66M	0.1%	214
2014 Q2	$352K	Hold	4,300	–	–	0.01%	437
2014 Q1	$353K	Sell	4,300 -12,010	-74%	-$904K	0.01%	438
2013 Q4	$1.23K	Sell	16,310 -1,650	-9%	-$119K	0.03%	357
2013 Q3	$1.29M	Hold	17,960	–	–	0.03%	379
2013 Q2	$1.18M	Buy	+17,960	New	+$1.12M	0.03%	370

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

Denver Investment Advisors's UNH Position: Q1 2018 in Review

Denver Investment Advisors increased its UnitedHealth (UNH) stake by 3.4% in Q1 2018, buying an estimated $23.3K and bringing the position to 3,061 shares worth $655K. The position accounts for 0.03% of the portfolio, ranked #287.

Denver Investment Advisors first reported a position in UNH in Q2 2013 and has held it in 20 quarters since. The position peaked at $3.91M in Q4 2014. 1,696 funds tracked by Wall St. Rank hold UNH as of Q1 2018.

Denver Investment Advisors held 3,061 shares of UnitedHealth worth $655K as of Q1 2018.
Denver Investment Advisors bought 102 UnitedHealth shares in Q1 2018, an estimated $23.3K.
UnitedHealth made up 0.03% of Denver Investment Advisors's portfolio in Q1 2018, its #287 holding.
Denver Investment Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 20 quarters since.
Denver Investment Advisors's UnitedHealth position peaked at $3.91M in Q4 2014.
1,696 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2018.

Based on Denver Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.