Genovese Burford & Brothers Wealth & Retirement Plan Management’s UnitedHealth UNH Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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 Q3	–	Sell	-257	Closed	-$63K	–	354
2018 Q2	$63K	Hold	257	–	–	0.02%	157
2018 Q1	$55K	Hold	257	–	–	0.02%	163
2017 Q4	$61K	Buy	257 +17	+7%	+$3.6K	0.16%	87
2017 Q3	$47K	Hold	240	–	–	0.02%	153
2017 Q2	$44K	Hold	240	–	–	0.02%	154
2017 Q1	$40K	Hold	240	–	–	0.02%	166
2016 Q4	$39K	Buy	240 +96	+67%	+$14.3K	0.01%	183
2016 Q3	$20K	Buy	144 +131	+1,008%	+$18.3K	0.01%	237
2016 Q2	$1K	Hold	13	–	–	﹤0.01%	403
2016 Q1	$1K	Hold	13	–	–	﹤0.01%	378
2015 Q4	$2K	Buy	+13	New	+$1.52K	﹤0.01%	349

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

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

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's UNH Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of UnitedHealth (UNH) in Q3 2018, closing a stake of 257 shares — an estimated $63K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in UNH in Q4 2015 and held it in 11 quarters. The position peaked at $63K in Q2 2018. 1,785 funds tracked by Wall St. Rank hold UNH as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining UnitedHealth position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 257 UnitedHealth shares in Q3 2018, an estimated $63K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in UnitedHealth in Q4 2015 and held it in 11 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's UnitedHealth position peaked at $63K in Q2 2018.
1,785 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.