Hays Advisory’s UnitedHealth UNH Stock Holding History

Hays Advisory’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	-7,046	Closed	-$1.88M	–	56
2018 Q3	$1.88M	Sell	7,046 -250	-3%	-$65K	1.19%	23
2018 Q2	$1.79M	Sell	7,296 -590	-7%	-$142K	0.99%	29
2018 Q1	$1.69M	Sell	7,886 -3,917	-33%	-$895K	0.81%	34
2017 Q4	$2.6M	Sell	11,803 -9,395	-44%	-$1.99M	0.92%	32
2017 Q3	$4.15M	Sell	21,198 -1,912	-8%	-$369K	1.2%	24
2017 Q2	$4.29M	Sell	23,110 -2,833	-11%	-$497K	1.05%	27
2017 Q1	$4.25M	Sell	25,943 -2,715	-9%	-$445K	1%	29
2016 Q4	$4.59M	Sell	28,658 -8,139	-22%	-$1.22M	1.02%	28
2016 Q3	$5.15M	Sell	36,797 -3,800	-9%	-$532K	0.86%	29
2016 Q2	$5.73M	Sell	40,597 -18,657	-31%	-$2.49M	0.89%	28
2016 Q1	$7.64M	Sell	59,254 -89,669	-60%	-$10.6M	1.07%	26
2015 Q4	$17.5M	Sell	148,923 -13,721	-8%	-$1.6M	2.97%	8
2015 Q3	$18.9M	Sell	162,644 -1,274	-0.8%	-$152K	2.85%	9
2015 Q2	$20M	Sell	163,918 -12,332	-7%	-$1.46M	2.9%	9
2015 Q1	$20.8M	Sell	176,250 -60,995	-26%	-$6.77M	2.69%	11
2014 Q4	$24M	Sell	237,245 -20,875	-8%	-$1.98M	3.21%	6
2014 Q3	$22.3M	Sell	258,120 -11,480	-4%	-$970K	2.94%	9
2014 Q2	$22M	Sell	269,600 -16,589	-6%	-$1.31M	2.77%	13
2014 Q1	$23.5M	Sell	286,189 -3,984	-1%	-$300K	2.85%	9
2013 Q4	$21.9M	Sell	290,173 -4,807	-2%	-$345K	2.65%	11
2013 Q3	$21.1M	Sell	294,980 -4,140	-1%	-$296K	2.72%	12
2013 Q2	$19.6M	Buy	+299,120	New	+$18.6M	2.77%	10

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 $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Hays Advisory's UNH Position: Q4 2018 in Review

Hays Advisory sold out of UnitedHealth (UNH) in Q4 2018, closing a stake of 7,046 shares — an estimated $1.88M sold.

Hays Advisory first reported a position in UNH in Q2 2013 and held it in 22 quarters. The position peaked at $24M in Q4 2014. 1,921 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

Hays Advisory reported no remaining UnitedHealth position as of Q4 2018 after selling out during the quarter.
Hays Advisory sold 7,046 UnitedHealth shares in Q4 2018, an estimated $1.88M.
Hays Advisory first reported a position in UnitedHealth in Q2 2013 and held it in 22 quarters.
Hays Advisory's UnitedHealth position peaked at $24M in Q4 2014.
1,921 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on Hays Advisory's 13F filing for Q4 2018.