Geneva Advisors’s UnitedHealth UNH Stock Holding History

Geneva Advisors’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 Q2	$1.81M	Buy	9,766 +144	+1%	+$25.3K	0.03%	243
2017 Q1	$1.58M	Sell	9,622 -4,024	-29%	-$659K	0.03%	260
2016 Q4	$2.18M	Buy	13,646 +4,139	+44%	+$618K	0.04%	193
2016 Q3	$1.33M	Sell	9,507 -196	-2%	-$27.5K	0.03%	263
2016 Q2	$1.37M	Buy	9,703 +119	+1%	+$15.9K	0.03%	250
2016 Q1	$1.24M	Buy	9,584 +720	+8%	+$85.2K	0.02%	258
2015 Q4	$1.04M	Sell	8,864 -116	-1%	-$13.6K	0.02%	298
2015 Q3	$1.04M	Buy	8,980 +138	+2%	+$16.5K	0.02%	283
2015 Q2	$1.08M	Sell	8,842 -304	-3%	-$36K	0.02%	296
2015 Q1	$1.08M	Buy	9,146 +482	+6%	+$53.5K	0.02%	284
2014 Q4	$876K	Buy	8,664 +137	+2%	+$13K	0.02%	317
2014 Q3	$735K	Buy	8,527 +599	+8%	+$50.6K	0.01%	355
2014 Q2	$648K	Buy	7,928 +2,000	+34%	+$157K	0.01%	391
2014 Q1	$486K	Buy	5,928 +150	+3%	+$11.3K	0.01%	401
2013 Q4	$435K	Buy	5,778 +334	+6%	+$24K	0.01%	354
2013 Q3	$390K	Buy	5,444 +37	+0.7%	+$2.65K	0.01%	367
2013 Q2	$354K	Buy	+5,407	New	+$336K	0.01%	324

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Geneva Advisors's UNH Position: Q2 2017 in Review

Geneva Advisors increased its UnitedHealth (UNH) stake by 1.5% in Q2 2017, buying an estimated $25.3K and bringing the position to 9,766 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #243.

Geneva Advisors first reported a position in UNH in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.18M in Q4 2016. 1,489 funds tracked by Wall St. Rank hold UNH as of Q2 2017.

Geneva Advisors held 9,766 shares of UnitedHealth worth $1.81M as of Q2 2017.
Geneva Advisors bought 144 UnitedHealth shares in Q2 2017, an estimated $25.3K.
UnitedHealth made up 0.03% of Geneva Advisors's portfolio in Q2 2017, its #243 holding.
Geneva Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 17 quarters since.
Geneva Advisors's UnitedHealth position peaked at $2.18M in Q4 2016.
1,489 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.