Insight Capital Research & Management’s UnitedHealth UNH Stock Holding History

Insight Capital Research & 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 Q3	$2.9M	Sell	14,803 -318	-2%	-$61.4K	1.64%	16
2017 Q2	$2.8M	Buy	+15,121	New	+$2.65M	1.64%	14
2017 Q1	–	Sell	-9,740	Closed	-$1.56M	–	120
2016 Q4	$1.56M	Buy	9,740 +1,210	+14%	+$181K	0.83%	50
2016 Q3	$1.19M	Sell	8,530 -29,303	-77%	-$4.1M	0.53%	73
2016 Q2	$5.34M	Buy	37,833 +2,820	+8%	+$376K	1.86%	6
2016 Q1	$4.51M	Buy	+35,013	New	+$4.14M	1.4%	27
2015 Q3	–	Sell	-51,693	Closed	-$6.31M	–	116
2015 Q2	$6.31M	Buy	51,693 +19,479	+60%	+$2.3M	1.67%	20
2015 Q1	$3.81M	Buy	+32,214	New	+$3.58M	0.95%	44

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

Insight Capital Research & Management's UNH Position: Q3 2017 in Review

Insight Capital Research & Management reduced its UnitedHealth (UNH) stake by 2.1% in Q3 2017, selling an estimated $61.4K and leaving 14,803 shares worth $2.9M. The position accounts for 1.64% of the portfolio, ranked #16.

Insight Capital Research & Management first reported a position in UNH in Q1 2015 and has held it in 8 quarters since. The position peaked at $6.31M in Q2 2015. 1,519 funds tracked by Wall St. Rank hold UNH as of Q3 2017.

Insight Capital Research & Management held 14,803 shares of UnitedHealth worth $2.9M as of Q3 2017.
Insight Capital Research & Management sold 318 UnitedHealth shares in Q3 2017, an estimated $61.4K.
UnitedHealth made up 1.64% of Insight Capital Research & Management's portfolio in Q3 2017, its #16 holding.
Insight Capital Research & Management first reported a position in UnitedHealth in Q1 2015 and has held it in 8 quarters since.
Insight Capital Research & Management's UnitedHealth position peaked at $6.31M in Q2 2015.
1,519 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.