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Girard Securities’s UnitedHealth UNH Stock Holding History

Girard Securities’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
Q3 		– Sell
-1,400
Closed -$261K – 155
2017
Q2 		$261K Sell
1,400
-176
-11% -$30.9K 0.2% 128
2017
Q1 		$258K Buy
1,576
+28
+2% +$4.59K 0.22% 119
2016
Q4 		$248K Buy
+1,548
New +$231K 0.22% 135
2016
Q3 		– Sell
-1,478
Closed -$209K – 172
2016
Q2 		$209K Buy
+1,478
New +$197K 0.19% 141

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Girard Securities's UNH Position: Q3 2017 in Review

Girard Securities sold out of UnitedHealth (UNH) in Q3 2017, closing a stake of 1,400 shares — an estimated $261K sold.

Girard Securities first reported a position in UNH in Q2 2016 and held it in 4 quarters. The position peaked at $261K in Q2 2017. 1,519 funds tracked by Wall St. Rank hold UNH as of Q3 2017.

  • Girard Securities reported no remaining UnitedHealth position as of Q3 2017 after selling out during the quarter.
  • Girard Securities sold 1,400 UnitedHealth shares in Q3 2017, an estimated $261K.
  • Girard Securities first reported a position in UnitedHealth in Q2 2016 and held it in 4 quarters.
  • Girard Securities's UnitedHealth position peaked at $261K in Q2 2017.
  • 1,519 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2017.

Based on Girard Securities's 13F filing for Q3 2017, filed 14 Nov 2017.