FDO Partners’s UnitedHealth UNH Stock Holding History

FDO Partners’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	–	Sell	-3,124	Closed	-$612K	–	266
2017 Q3	$612K	Buy	+3,124	New	+$604K	0.24%	142
2016 Q1	–	Sell	-12,094	Closed	-$1.42M	–	333
2015 Q4	$1.42M	Buy	+12,094	New	+$1.41M	0.81%	20

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

FDO Partners's UNH Position: Q4 2017 in Review

FDO Partners sold out of UnitedHealth (UNH) in Q4 2017, closing a stake of 3,124 shares — an estimated $612K sold.

FDO Partners first reported a position in UNH in Q4 2015 and held it in 2 quarters. The position peaked at $1.42M in Q4 2015. 1,676 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

FDO Partners reported no remaining UnitedHealth position as of Q4 2017 after selling out during the quarter.
FDO Partners sold 3,124 UnitedHealth shares in Q4 2017, an estimated $612K.
FDO Partners first reported a position in UnitedHealth in Q4 2015 and held it in 2 quarters.
FDO Partners's UnitedHealth position peaked at $1.42M in Q4 2015.
1,676 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on FDO Partners's 13F filing for Q4 2017, filed 13 Feb 2018.