EI
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Elkhorn Investments’s UnitedHealth UNH Stock Holding History

Elkhorn Investments’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
Q4 		$1.81M Buy
8,185
+2,142
+35% +$454K 0.95% 75
2017
Q3 		$1.18M Sell
6,043
-661
-10% -$128K 0.88% 86
2017
Q2 		$1.31M Sell
6,704
-135
-2% -$23.7K 1.02% 36
2017
Q1 		$1.12M Buy
+6,839
New +$1.12M 0.93% 74

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Elkhorn Investments's UNH Position: Q4 2017 in Review

Elkhorn Investments increased its UnitedHealth (UNH) stake by 35% in Q4 2017, buying an estimated $454K and bringing the position to 8,185 shares worth $1.81M. The position accounts for 0.95% of the portfolio, ranked #75.

Elkhorn Investments first reported a position in UNH in Q1 2017 and has held it in 4 quarters since. 1,676 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

  • Elkhorn Investments held 8,185 shares of UnitedHealth worth $1.81M as of Q4 2017.
  • Elkhorn Investments bought 2,142 UnitedHealth shares in Q4 2017, an estimated $454K.
  • UnitedHealth made up 0.95% of Elkhorn Investments's portfolio in Q4 2017, its #75 holding.
  • Elkhorn Investments first reported a position in UnitedHealth in Q1 2017 and has held it in 4 quarters since.
  • 1,676 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.