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Invictus RG’s UnitedHealth UNH Stock Holding History

Invictus RG’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 		– Sell
-633
Closed -$117K – 720
2017
Q2 		$117K Buy
+633
New +$111K 0.09% 378
2017
Q1 		– Sell
-4,173
Closed -$668K – 838
2016
Q4 		$668K Buy
4,173
+4,062
+3,659% +$607K 0.45% 31
2016
Q3 		$16K Buy
+111
New +$15.5K 0.01% 593
2016
Q1 		– Sell
-132
Closed -$16K – 708
2015
Q4 		$16K Buy
+132
New +$15.4K 0.02% 484

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invictus RG's UNH Position: Q3 2017 in Review

Invictus RG sold out of UnitedHealth (UNH) in Q3 2017, closing a stake of 633 shares — an estimated $117K sold.

Invictus RG first reported a position in UNH in Q4 2015 and held it in 4 quarters. The position peaked at $668K in Q4 2016. 1,519 funds tracked by Wall St. Rank hold UNH as of Q3 2017.

  • Invictus RG reported no remaining UnitedHealth position as of Q3 2017 after selling out during the quarter.
  • Invictus RG sold 633 UnitedHealth shares in Q3 2017, an estimated $117K.
  • Invictus RG first reported a position in UnitedHealth in Q4 2015 and held it in 4 quarters.
  • Invictus RG's UnitedHealth position peaked at $668K in Q4 2016.
  • 1,519 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2017.

Based on Invictus RG's 13F filing for Q3 2017, filed 13 Nov 2017.