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LBA Wealth Management’s UnitedHealth UNH Stock Holding History

LBA Wealth 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
Q1 		$134K Sell
815
-300
-27% -$49.1K 0.07% 125
2016
Q4 		$178K Buy
1,115
+168
+18% +$25.1K 0.1% 110
2016
Q3 		$133K Hold
947
– – 0.08% 131
2016
Q2 		$134K Sell
947
-63
-6% -$8.4K 0.08% 130
2016
Q1 		$130K Sell
1,010
-185
-15% -$21.9K 0.08% 129
2015
Q4 		$141K Sell
1,195
-75
-6% -$8.77K 0.08% 139
2015
Q3 		$147K Sell
1,270
-185
-13% -$22.1K 0.09% 126
2015
Q2 		$178K Sell
1,455
-50
-3% -$5.92K 0.11% 103
2015
Q1 		$178K Sell
1,505
-275
-15% -$30.5K 0.11% 104
2014
Q4 		$180K Hold
1,780
– – 0.12% 103
2014
Q3 		$154K Hold
1,780
– – 0.11% 104
2014
Q2 		$146K Buy
1,780
+125
+8% +$9.84K 0.12% 106
2014
Q1 		$136K Sell
1,655
-50
-3% -$3.76K 0.11% 107
2013
Q4 		$128K Buy
+1,705
New +$122K 0.11% 101

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

LBA Wealth Management's UNH Position: Q1 2017 in Review

LBA Wealth Management reduced its UnitedHealth (UNH) stake by 27% in Q1 2017, selling an estimated $49.1K and leaving 815 shares worth $134K. The position accounts for 0.07% of the portfolio, ranked #125.

LBA Wealth Management first reported a position in UNH in Q4 2013 and has held it in 14 quarters since. The position peaked at $180K in Q4 2014. 1,451 funds tracked by Wall St. Rank hold UNH as of Q1 2017.

  • LBA Wealth Management held 815 shares of UnitedHealth worth $134K as of Q1 2017.
  • LBA Wealth Management sold 300 UnitedHealth shares in Q1 2017, an estimated $49.1K.
  • UnitedHealth made up 0.07% of LBA Wealth Management's portfolio in Q1 2017, its #125 holding.
  • LBA Wealth Management first reported a position in UnitedHealth in Q4 2013 and has held it in 14 quarters since.
  • LBA Wealth Management's UnitedHealth position peaked at $180K in Q4 2014.
  • 1,451 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.