Hefty Wealth Partners’s UnitedHealth UNH Stock Holding History

Hefty Wealth Partners’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 Q1	$3K	Sell	15 -6,784	-100%	-$1.55M	﹤0.01%	229
2017 Q4	$1.5M	Buy	6,799 +155	+2%	+$32.8K	0.93%	35
2017 Q3	$1.3M	Buy	6,644 +110	+2%	+$21.3K	0.86%	38
2017 Q2	$1.21M	Buy	6,534 +672	+11%	+$118K	0.83%	38
2017 Q1	$961K	Buy	+5,862	New	+$960K	0.7%	58
2016 Q2	–	Sell	-774	Closed	-$99K	–	231
2016 Q1	$99K	Sell	774 -6,570	-89%	-$777K	0.09%	91
2015 Q4	$863K	Buy	+7,344	New	+$858K	0.82%	39

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Hefty Wealth Partners's UNH Position: Q1 2018 in Review

Hefty Wealth Partners reduced its UnitedHealth (UNH) stake by 100% in Q1 2018, selling an estimated $1.55M and leaving 15 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Hefty Wealth Partners first reported a position in UNH in Q4 2015 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2017. 1,695 funds tracked by Wall St. Rank hold UNH as of Q1 2018.

Hefty Wealth Partners held 15 shares of UnitedHealth worth $3K as of Q1 2018.
Hefty Wealth Partners sold 6,784 UnitedHealth shares in Q1 2018, an estimated $1.55M.
UnitedHealth made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #229 holding.
Hefty Wealth Partners first reported a position in UnitedHealth in Q4 2015 and has held it in 7 quarters since.
Hefty Wealth Partners's UnitedHealth position peaked at $1.5M in Q4 2017.
1,695 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.