Independent Portfolio Consultants’s UnitedHealth UNH Stock Holding History

Independent Portfolio Consultants’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 Q2	$343K	Buy	1,851 +686	+59%	+$120K	0.14%	216
2017 Q1	$191K	Buy	1,165 +109	+10%	+$17.9K	0.07%	336
2016 Q4	$169K	Buy	1,056 +46	+5%	+$6.87K	0.06%	352
2016 Q3	$141K	Buy	1,010 +850	+531%	+$119K	0.04%	402
2016 Q2	$23K	Sell	160 -40	-20%	-$5.33K	0.01%	632
2016 Q1	$26K	Sell	200 -255	-56%	-$30.2K	0.01%	642
2015 Q4	$54K	Hold	455	–	–	0.02%	568
2015 Q3	$53K	Sell	455 -55	-11%	-$6.58K	0.01%	572
2015 Q2	$62K	Sell	510 -347	-40%	-$41K	0.01%	589
2015 Q1	$101K	Sell	857 -1,098	-56%	-$122K	0.02%	478
2014 Q4	$198K	Hold	1,955	–	–	0.04%	376
2014 Q3	$169K	Sell	1,955 -100	-5%	-$8.45K	0.05%	486
2014 Q2	$168K	Buy	+2,055	New	+$162K	0.05%	466
2014 Q1	–	Sell	-4,755	Closed	-$358K	–	479
2013 Q4	$358K	Sell	4,755 -9,440	-67%	-$678K	0.13%	332
2013 Q3	$1.02M	Buy	14,195 +166	+1%	+$11.9K	0.41%	52
2013 Q2	$919K	Buy	+14,029	New	+$873K	0.41%	46

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Independent Portfolio Consultants's UNH Position: Q2 2017 in Review

Independent Portfolio Consultants increased its UnitedHealth (UNH) stake by 59% in Q2 2017, buying an estimated $120K and bringing the position to 1,851 shares worth $343K. The position accounts for 0.14% of the portfolio, ranked #216.

Independent Portfolio Consultants first reported a position in UNH in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.02M in Q3 2013. 1,489 funds tracked by Wall St. Rank hold UNH as of Q2 2017.

Independent Portfolio Consultants held 1,851 shares of UnitedHealth worth $343K as of Q2 2017.
Independent Portfolio Consultants bought 686 UnitedHealth shares in Q2 2017, an estimated $120K.
UnitedHealth made up 0.14% of Independent Portfolio Consultants's portfolio in Q2 2017, its #216 holding.
Independent Portfolio Consultants first reported a position in UnitedHealth in Q2 2013 and has held it in 16 quarters since.
Independent Portfolio Consultants's UnitedHealth position peaked at $1.02M in Q3 2013.
1,489 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.