HFS
UNH icon

HL Financial Services’s UnitedHealth UNH Stock Holding History

HL Financial Services’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
2019
Q1 		$4.2M Sell
16,983
-13,515
-44% -$3.45M 0.06% 191
2018
Q4 		$7.6M Buy
30,498
+13,315
+77% +$3.52M 0.13% 101
2018
Q3 		$4.57M Buy
17,183
+2,281
+15% +$593K 0.07% 174
2018
Q2 		$3.66M Buy
14,902
+141
+1% +$33.9K 0.06% 190
2018
Q1 		$3.16M Buy
14,761
+2,979
+25% +$680K 0.06% 207
2017
Q4 		$2.6M Sell
11,782
-4,419
-27% -$937K 0.05% 191
2017
Q3 		$3.17M Buy
16,201
+2,482
+18% +$479K 0.06% 197
2017
Q2 		$2.54M Sell
13,719
-102
-0.7% -$17.9K 0.05% 217
2017
Q1 		$2.27M Sell
13,821
-82
-0.6% -$13.4K 0.05% 224
2016
Q4 		$2.23M Buy
13,903
+756
+6% +$113K 0.05% 220
2016
Q3 		$1.84M Buy
13,147
+242
+2% +$33.9K 0.04% 238
2016
Q2 		$1.82M Sell
12,905
-288
-2% -$38.4K 0.04% 235
2016
Q1 		$1.7M Buy
13,193
+3,072
+30% +$363K 0.04% 241
2015
Q4 		$1.19M Buy
10,121
+19
+0.2% +$2.22K 0.03% 283
2015
Q3 		$1.17M Buy
10,102
+1,522
+18% +$182K 0.03% 257
2015
Q2 		$1.05M Buy
8,580
+649
+8% +$76.8K 0.03% 296
2015
Q1 		$938K Buy
7,931
+402
+5% +$44.6K 0.03% 313
2014
Q4 		$761K Sell
7,529
-501
-6% -$47.5K 0.02% 331
2014
Q3 		$693K Sell
8,030
-209
-3% -$17.7K 0.02% 339
2014
Q2 		$674K Buy
8,239
+496
+6% +$39K 0.02% 351
2014
Q1 		$635K Sell
7,743
-268
-3% -$20.2K 0.02% 342
2013
Q4 		$603K Sell
8,011
-1,687
-17% -$121K 0.02% 343
2013
Q3 		$695K Sell
9,698
-2,415
-20% -$173K 0.02% 286
2013
Q2 		$793K Buy
+12,113
New +$754K 0.03% 248

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

HL Financial Services's UNH Position: Q1 2019 in Review

HL Financial Services reduced its UnitedHealth (UNH) stake by 44% in Q1 2019, selling an estimated $3.45M and leaving 16,983 shares worth $4.2M. The position accounts for 0.06% of the portfolio, ranked #191.

HL Financial Services first reported a position in UNH in Q2 2013 and has held it in 24 quarters since. The position peaked at $7.6M in Q4 2018. 1,943 funds tracked by Wall St. Rank hold UNH as of Q1 2019.

  • HL Financial Services held 16,983 shares of UnitedHealth worth $4.2M as of Q1 2019.
  • HL Financial Services sold 13,515 UnitedHealth shares in Q1 2019, an estimated $3.45M.
  • UnitedHealth made up 0.06% of HL Financial Services's portfolio in Q1 2019, its #191 holding.
  • HL Financial Services first reported a position in UnitedHealth in Q2 2013 and has held it in 24 quarters since.
  • HL Financial Services's UnitedHealth position peaked at $7.6M in Q4 2018.
  • 1,943 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.