First Western Capital Management’s UnitedHealth UNH Stock Holding History

First Western Capital Management’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	–	Sell	-835	Closed	-$222K	–	40
2018 Q3	$222K	Sell	835 -30	-3%	-$7.8K	1%	39
2018 Q2	$212K	Sell	865 -315	-27%	-$75.6K	0.96%	40
2018 Q1	$253K	Sell	1,180 -274	-19%	-$62.6K	1.2%	40
2017 Q4	$321K	Hold	1,454	–	–	0.18%	68
2017 Q3	$285K	Sell	1,454 -77	-5%	-$14.9K	0.17%	69
2017 Q2	$284K	Sell	1,531 -1,723	-53%	-$302K	0.17%	71
2017 Q1	$534K	Sell	3,254 -2,335	-42%	-$382K	0.32%	66
2016 Q4	$894K	Sell	5,589 -18,011	-76%	-$2.69M	0.49%	68
2016 Q3	$3.3M	Sell	23,600 -2,420	-9%	-$339K	1.29%	33
2016 Q2	$3.67M	Sell	26,020 -2,936	-10%	-$391K	1.34%	28
2016 Q1	$3.73M	Sell	28,956 -1,408	-5%	-$167K	1.32%	32
2015 Q4	$3.57M	Sell	30,364 -927	-3%	-$108K	1.12%	37
2015 Q3	$3.63M	Sell	31,291 -1,419	-4%	-$170K	1.21%	33
2015 Q2	$3.99M	Sell	32,710 -1,877	-5%	-$222K	1.28%	18
2015 Q1	$4.09M	Sell	34,587 -244	-0.7%	-$27.1K	1.23%	28
2014 Q4	$3.52M	Buy	34,831 +13,329	+62%	+$1.26M	1.04%	35
2014 Q3	$1.85M	Buy	21,502 +525	+3%	+$44.4K	0.55%	69
2014 Q2	$1.72M	Sell	20,977 -6,128	-23%	-$482K	0.57%	71
2014 Q1	$2.22M	Sell	27,105 -312	-1%	-$23.5K	0.78%	43
2013 Q4	$2.06M	Buy	+27,417	New	+$1.97M	0.72%	48

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

First Western Capital Management's UNH Position: Q4 2018 in Review

First Western Capital Management sold out of UnitedHealth (UNH) in Q4 2018, closing a stake of 835 shares — an estimated $222K sold.

First Western Capital Management first reported a position in UNH in Q4 2013 and held it in 20 quarters. The position peaked at $4.09M in Q1 2015. 1,921 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

First Western Capital Management reported no remaining UnitedHealth position as of Q4 2018 after selling out during the quarter.
First Western Capital Management sold 835 UnitedHealth shares in Q4 2018, an estimated $222K.
First Western Capital Management first reported a position in UnitedHealth in Q4 2013 and held it in 20 quarters.
First Western Capital Management's UnitedHealth position peaked at $4.09M in Q1 2015.
1,921 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on First Western Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.