Independence Trust’s UnitedHealth UNH Stock Holding History

Independence Trust’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	$226K	Hold	1,023	–	–	0.25%	66
2017 Q3	$200K	Buy	+1,023	New	+$198K	0.23%	72

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Independence Trust's UNH Position: Q4 2017 in Review

Independence Trust held its UnitedHealth (UNH) position steady in Q4 2017 at 1,023 shares worth $226K. The position accounts for 0.25% of the portfolio, ranked #66.

Independence Trust first reported a position in UNH in Q3 2017 and has held it in 2 quarters since. 1,677 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

Independence Trust held 1,023 shares of UnitedHealth worth $226K as of Q4 2017.
Independence Trust left its UnitedHealth share count unchanged in Q4 2017.
UnitedHealth made up 0.25% of Independence Trust's portfolio in Q4 2017, its #66 holding.
Independence Trust first reported a position in UnitedHealth in Q3 2017 and has held it in 2 quarters since.
1,677 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.