Financial & Investment Management Group’s UnitedHealth UNH Stock Holding History

Financial & Investment Management Group’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 Q4	$353K	Sell	1,418 -100	-7%	-$26.4K	0.13%	88
2018 Q3	$404K	Hold	1,518	–	–	0.13%	80
2018 Q2	$372K	Hold	1,518	–	–	0.12%	80
2018 Q1	$325K	Hold	1,518	–	–	0.1%	79
2017 Q4	$335K	Hold	1,518	–	–	0.12%	67
2017 Q3	$297K	Hold	1,518	–	–	0.1%	75
2017 Q2	$281K	Hold	1,518	–	–	0.1%	69
2017 Q1	$249K	Hold	1,518	–	–	0.08%	80
2016 Q4	$243K	Sell	1,518 -203	-12%	-$30.3K	0.09%	84
2016 Q3	$241K	Hold	1,721	–	–	0.08%	86
2016 Q2	$243K	Hold	1,721	–	–	0.07%	87
2016 Q1	$222K	Hold	1,721	–	–	0.06%	97
2015 Q4	$202K	Buy	+1,721	New	+$201K	0.06%	107
2015 Q3	–	Sell	-1,721	Closed	-$210K	–	134
2015 Q2	$210K	Sell	1,721 -4	-0.2%	-$473	0.05%	119
2015 Q1	$204K	Buy	+1,725	New	+$192K	0.05%	117

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Financial & Investment Management Group's UNH Position: Q4 2018 in Review

Financial & Investment Management Group reduced its UnitedHealth (UNH) stake by 6.6% in Q4 2018, selling an estimated $26.4K and leaving 1,418 shares worth $353K. The position accounts for 0.13% of the portfolio, ranked #88.

Financial & Investment Management Group first reported a position in UNH in Q1 2015 and has held it in 15 quarters since. The position peaked at $404K in Q3 2018. 1,920 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

Financial & Investment Management Group held 1,418 shares of UnitedHealth worth $353K as of Q4 2018.
Financial & Investment Management Group sold 100 UnitedHealth shares in Q4 2018, an estimated $26.4K.
UnitedHealth made up 0.13% of Financial & Investment Management Group's portfolio in Q4 2018, its #88 holding.
Financial & Investment Management Group first reported a position in UnitedHealth in Q1 2015 and has held it in 15 quarters since.
Financial & Investment Management Group's UnitedHealth position peaked at $404K in Q3 2018.
1,920 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.