Hutchens Investment Management’s UnitedHealth UNH Stock Holding History

Hutchens Investment Management’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 Q4	$1.79M	Buy	8,144 +619	+8%	+$131K	1.7%	29
2017 Q3	$1.47M	Sell	7,525 -5,720	-43%	-$1.11M	1.34%	38
2017 Q2	$2.46M	Sell	13,245 -500	-4%	-$87.7K	2.12%	19
2017 Q1	$2.25M	Buy	13,745 +955	+7%	+$156K	2.01%	20
2016 Q4	$2.05M	Buy	12,790 +2,015	+19%	+$301K	2.13%	24
2016 Q3	$1.51M	Buy	+10,775	New	+$1.51M	1.42%	42
2015 Q1	–	Sell	-379	Closed	-$38K	–	158
2014 Q4	$38K	Buy	+379	New	+$35.9K	0.03%	98

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Hutchens Investment Management's UNH Position: Q4 2017 in Review

Hutchens Investment Management increased its UnitedHealth (UNH) stake by 8.2% in Q4 2017, buying an estimated $131K and bringing the position to 8,144 shares worth $1.79M. The position accounts for 1.7% of the portfolio, ranked #29.

Hutchens Investment Management first reported a position in UNH in Q4 2014 and has held it in 7 quarters since. The position peaked at $2.46M in Q2 2017. 1,677 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

Hutchens Investment Management held 8,144 shares of UnitedHealth worth $1.79M as of Q4 2017.
Hutchens Investment Management bought 619 UnitedHealth shares in Q4 2017, an estimated $131K.
UnitedHealth made up 1.7% of Hutchens Investment Management's portfolio in Q4 2017, its #29 holding.
Hutchens Investment Management first reported a position in UnitedHealth in Q4 2014 and has held it in 7 quarters since.
Hutchens Investment Management's UnitedHealth position peaked at $2.46M in Q2 2017.
1,677 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on Hutchens Investment Management's 13F filing for Q4 2017, filed 10 Jan 2018.