FIC Capital’s UnitedHealth UNH Stock Holding History

FIC Capital’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	$2.38M	Sell	12,167 -5	-0%	-$966	0.91%	37
2017 Q2	$2.26M	Sell	12,172 -120	-1%	-$21K	0.93%	35
2017 Q1	$2.02M	Sell	12,292 -108	-0.9%	-$17.7K	0.89%	39
2016 Q4	$1.98M	Buy	12,400 +4,331	+54%	+$647K	1%	37
2016 Q3	$1.13M	Sell	8,069 -585	-7%	-$81.9K	0.51%	57
2016 Q2	$1.22M	Sell	8,654 -307	-3%	-$40.9K	0.58%	54
2016 Q1	$1.16M	Sell	8,961 -200	-2%	-$23.7K	0.56%	53
2015 Q4	$1.08M	Hold	9,161	–	–	0.48%	60
2015 Q3	$1.06M	Hold	9,161	–	–	0.5%	57
2015 Q2	$1.12M	Hold	9,161	–	–	0.44%	64
2015 Q1	$1.08M	Hold	9,161	–	–	0.41%	74
2014 Q4	$926K	Hold	9,161	–	–	0.36%	81
2014 Q3	$790K	Hold	9,161	–	–	0.32%	91
2014 Q2	$749K	Sell	9,161 -10,161	-53%	-$799K	0.29%	97
2014 Q1	$1.52M	Buy	19,322 +9,661	+100%	+$727K	0.62%	61
2013 Q4	$727K	Sell	9,661 -41	-0.4%	-$2.94K	0.33%	103
2013 Q3	$695K	Hold	9,702	–	–	0.35%	96
2013 Q2	$635K	Buy	+9,702	New	+$604K	0.41%	79

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

FIC Capital's UNH Position: Q3 2017 in Review

FIC Capital reduced its UnitedHealth (UNH) stake by 0.04% in Q3 2017, selling an estimated $966 and leaving 12,167 shares worth $2.38M. The position accounts for 0.91% of the portfolio, ranked #37.

FIC Capital first reported a position in UNH in Q2 2013 and has held it in 18 quarters since. 1,519 funds tracked by Wall St. Rank hold UNH as of Q3 2017.

FIC Capital held 12,167 shares of UnitedHealth worth $2.38M as of Q3 2017.
FIC Capital sold 5 UnitedHealth shares in Q3 2017, an estimated $966.
UnitedHealth made up 0.91% of FIC Capital's portfolio in Q3 2017, its #37 holding.
FIC Capital first reported a position in UnitedHealth in Q2 2013 and has held it in 18 quarters since.
1,519 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2017.

Based on FIC Capital's 13F filing for Q3 2017, filed 14 Nov 2017.