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Gideon Capital Advisors’s UnitedHealth UNH Stock Holding History

Gideon Capital 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
2018
Q4 		– Sell
-1,237
Closed -$329K – 515
2018
Q3 		$329K Sell
1,237
-173
-12% -$45K 0.15% 219
2018
Q2 		$346K Buy
+1,410
New +$339K 0.17% 225

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Gideon Capital Advisors's UNH Position: Q4 2018 in Review

Gideon Capital Advisors sold out of UnitedHealth (UNH) in Q4 2018, closing a stake of 1,237 shares — an estimated $329K sold.

Gideon Capital Advisors first reported a position in UNH in Q2 2018 and held it in 2 quarters. The position peaked at $346K in Q2 2018. 1,920 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

  • Gideon Capital Advisors reported no remaining UnitedHealth position as of Q4 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 1,237 UnitedHealth shares in Q4 2018, an estimated $329K.
  • Gideon Capital Advisors first reported a position in UnitedHealth in Q2 2018 and held it in 2 quarters.
  • Gideon Capital Advisors's UnitedHealth position peaked at $346K in Q2 2018.
  • 1,920 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on Gideon Capital Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.