Kaizen Advisory’s UnitedHealth UNH Stock Holding History

Kaizen Advisory’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
2018 Q4	$645K	Buy	2,590 +265	+11%	+$70K	0.45%	76
2018 Q3	$619K	Hold	2,325	–	–	0.32%	114
2018 Q2	$570K	Buy	2,325 +1,396	+150%	+$335K	0.29%	115
2018 Q1	$199K	Hold	929	–	–	0.2%	99
2017 Q4	$205K	Buy	+929	New	+$197K	0.12%	116

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kaizen Advisory's UNH Position: Q4 2018 in Review

Kaizen Advisory increased its UnitedHealth (UNH) stake by 11% in Q4 2018, buying an estimated $70K and bringing the position to 2,590 shares worth $645K. The position accounts for 0.45% of the portfolio, ranked #76.

Kaizen Advisory first reported a position in UNH in Q4 2017 and has held it in 5 quarters since. 1,920 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

Kaizen Advisory held 2,590 shares of UnitedHealth worth $645K as of Q4 2018.
Kaizen Advisory bought 265 UnitedHealth shares in Q4 2018, an estimated $70K.
UnitedHealth made up 0.45% of Kaizen Advisory's portfolio in Q4 2018, its #76 holding.
Kaizen Advisory first reported a position in UnitedHealth in Q4 2017 and has held it in 5 quarters since.
1,920 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.