Garcia Hamilton & Associates’s UnitedHealth UNH Stock Holding History

Garcia Hamilton & Associates’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	-4,039	Closed	-$791K	–	34
2017 Q3	$791K	Sell	4,039 -4,734	-54%	-$915K	2.05%	6
2017 Q2	$1.63M	Sell	8,773 -6,279	-42%	-$1.1M	2.25%	7
2017 Q1	$2.63M	Sell	15,052 -12,315	-45%	-$2.02M	2.33%	10
2016 Q4	$4.38M	Sell	27,367 -2,020	-7%	-$302K	2.54%	8
2016 Q3	$4.11M	Sell	29,387 -577	-2%	-$80.8K	2.42%	13
2016 Q2	$4.23M	Sell	29,964 -1,215	-4%	-$162K	2.55%	11
2016 Q1	$4.02M	Buy	31,179 +5,346	+21%	+$632K	2.34%	10
2015 Q4	$3.04M	Buy	25,833 +10,691	+71%	+$1.25M	1.78%	23
2015 Q3	$1.76M	Buy	+15,142	New	+$1.81M	1.08%	40

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

Garcia Hamilton & Associates's UNH Position: Q4 2017 in Review

Garcia Hamilton & Associates sold out of UnitedHealth (UNH) in Q4 2017, closing a stake of 4,039 shares — an estimated $791K sold.

Garcia Hamilton & Associates first reported a position in UNH in Q3 2015 and held it in 9 quarters. The position peaked at $4.38M in Q4 2016. 1,676 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

Garcia Hamilton & Associates reported no remaining UnitedHealth position as of Q4 2017 after selling out during the quarter.
Garcia Hamilton & Associates sold 4,039 UnitedHealth shares in Q4 2017, an estimated $791K.
Garcia Hamilton & Associates first reported a position in UnitedHealth in Q3 2015 and held it in 9 quarters.
Garcia Hamilton & Associates's UnitedHealth position peaked at $4.38M in Q4 2016.
1,676 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on Garcia Hamilton & Associates's 13F filing for Q4 2017, filed 19 Jan 2018.