Investment Centers of America’s UnitedHealth UNH Stock Holding History

Investment Centers of America’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	–	Sell	-4,270	Closed	-$839K	–	453
2017 Q3	$839K	Buy	4,270 +232	+6%	+$44.8K	0.06%	248
2017 Q2	$749K	Sell	4,038 -1,529	-27%	-$268K	0.06%	275
2017 Q1	$912K	Buy	5,567 +116	+2%	+$19K	0.07%	247
2016 Q4	$872K	Buy	5,451 +2,154	+65%	+$322K	0.07%	237
2016 Q3	$463K	Buy	3,297 +505	+18%	+$70.7K	0.05%	303
2016 Q2	$393K	Sell	2,792 -2,389	-46%	-$319K	0.04%	306
2016 Q1	$670K	Buy	5,181 +2,663	+106%	+$315K	0.07%	235
2015 Q4	$297K	Buy	2,518 +375	+17%	+$43.8K	0.04%	330
2015 Q3	$250K	Buy	2,143 +194	+10%	+$23.2K	0.04%	352
2015 Q2	$237K	Sell	1,949 -1,844	-49%	-$218K	0.04%	356
2015 Q1	$453K	Buy	+3,793	New	+$421K	0.07%	279
2014 Q4	–	Sell	-3,906	Closed	-$342K	–	440
2014 Q3	$342K	Buy	+3,906	New	+$330K	0.06%	292
2014 Q2	–	Sell	-3,148	Closed	-$226K	–	419
2014 Q1	$226K	Buy	+3,148	New	+$237K	0.05%	319
2013 Q4	–	Sell	-3,148	Closed	-$226K	–	343
2013 Q3	$226K	Buy	+3,148	New	+$225K	0.05%	323

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 $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Investment Centers of America's UNH Position: Q4 2017 in Review

Investment Centers of America sold out of UnitedHealth (UNH) in Q4 2017, closing a stake of 4,270 shares — an estimated $839K sold.

Investment Centers of America first reported a position in UNH in Q3 2013 and held it in 14 quarters. The position peaked at $912K in Q1 2017. 1,677 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

Investment Centers of America reported no remaining UnitedHealth position as of Q4 2017 after selling out during the quarter.
Investment Centers of America sold 4,270 UnitedHealth shares in Q4 2017, an estimated $839K.
Investment Centers of America first reported a position in UnitedHealth in Q3 2013 and held it in 14 quarters.
Investment Centers of America's UnitedHealth position peaked at $912K in Q1 2017.
1,677 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.