IFC Holdings’s UnitedHealth UNH Stock Holding History

IFC Holdings’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	–	Sell	-33,032	Closed	-$7.28M	–	383
2017 Q4	$7.28M	Buy	33,032 +1,460	+5%	+$309K	0.5%	34
2017 Q3	$6.17M	Buy	31,572 +661	+2%	+$128K	0.43%	36
2017 Q2	$5.73M	Buy	30,911 +357	+1%	+$62.6K	0.44%	37
2017 Q1	$5.04M	Sell	30,554 -1,157	-4%	-$189K	0.44%	36
2016 Q4	$5.08M	Buy	31,711 +723	+2%	+$108K	0.51%	34
2016 Q3	$4.35M	Buy	30,988 +1,665	+6%	+$233K	0.46%	37
2016 Q2	$4.14M	Buy	29,323 +26,256	+856%	+$3.5M	0.47%	39
2016 Q1	$399K	Buy	3,067 +29	+1%	+$3.43K	0.05%	237
2015 Q4	$358K	Buy	3,038 +301	+11%	+$35.2K	0.05%	245
2015 Q3	$319K	Buy	+2,737	New	+$328K	0.05%	255

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

IFC Holdings's UNH Position: Q1 2018 in Review

IFC Holdings sold out of UnitedHealth (UNH) in Q1 2018, closing a stake of 33,032 shares — an estimated $7.28M sold.

IFC Holdings first reported a position in UNH in Q3 2015 and held it in 10 quarters. The position peaked at $7.28M in Q4 2017. 1,696 funds tracked by Wall St. Rank hold UNH as of Q1 2018.

IFC Holdings reported no remaining UnitedHealth position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 33,032 UnitedHealth shares in Q1 2018, an estimated $7.28M.
IFC Holdings first reported a position in UnitedHealth in Q3 2015 and held it in 10 quarters.
IFC Holdings's UnitedHealth position peaked at $7.28M in Q4 2017.
1,696 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.