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Edge Advisors’s UnitedHealth UNH Stock Holding History

Edge 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
Q2 		$404K Buy
1,647
+146
+10% +$35.1K 0.04% 241
2018
Q1 		$321K Buy
1,501
+115
+8% +$26.3K 0.03% 258
2017
Q4 		$305K Sell
1,386
-55
-4% -$11.7K 0.03% 266
2017
Q3 		$282K Buy
1,441
+106
+8% +$20.5K 0.03% 269
2017
Q2 		$247K Sell
1,335
-400
-23% -$70.1K 0.03% 295
2017
Q1 		$284K Sell
1,735
-50
-3% -$8.19K 0.03% 278
2016
Q4 		$285K Buy
+1,785
New +$267K 0.04% 275

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Edge Advisors's UNH Position: Q2 2018 in Review

Edge Advisors increased its UnitedHealth (UNH) stake by 9.7% in Q2 2018, buying an estimated $35.1K and bringing the position to 1,647 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #241.

Edge Advisors first reported a position in UNH in Q4 2016 and has held it in 7 quarters since. 1,754 funds tracked by Wall St. Rank hold UNH as of Q2 2018.

  • Edge Advisors held 1,647 shares of UnitedHealth worth $404K as of Q2 2018.
  • Edge Advisors bought 146 UnitedHealth shares in Q2 2018, an estimated $35.1K.
  • UnitedHealth made up 0.04% of Edge Advisors's portfolio in Q2 2018, its #241 holding.
  • Edge Advisors first reported a position in UnitedHealth in Q4 2016 and has held it in 7 quarters since.
  • 1,754 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.