Lloyds Banking Group’s UnitedHealth UNH Stock Holding History

Lloyds Banking Group’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	$94K	Buy	+378	New	+$99.9K	1.31%	10
2014 Q4	–	Sell	-20,863	Closed	-$1.8M	–	385
2014 Q3	$1.8M	Buy	20,863 +2,471	+13%	+$209K	0.49%	55
2014 Q2	$1.5M	Sell	18,392 -1,004,331	-98%	-$79M	0.36%	81
2014 Q1	$83.9M	Buy	1,022,723 +16,863	+2%	+$1.27M	0.75%	26
2013 Q4	$75.7M	Buy	1,005,860 +39,893	+4%	+$2.87M	0.68%	34
2013 Q3	$69.2M	Buy	965,967 +236,984	+33%	+$17M	0.71%	38
2013 Q2	$47.7M	Buy	+728,983	New	+$45.4M	0.5%	57

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lloyds Banking Group's UNH Position: Q4 2018 in Review

Lloyds Banking Group opened a new position in UnitedHealth (UNH) in Q4 2018: 378 shares worth $94K. The stake represents 1.31% of the portfolio and ranks #10 among its holdings. This is a return to the name: Lloyds Banking Group previously reported a position in UNH as recently as Q3 2014.

Lloyds Banking Group first reported a position in UNH in Q2 2013 and has held it in 7 quarters since. The position peaked at $83.9M in Q1 2014. 1,921 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

Lloyds Banking Group held 378 shares of UnitedHealth worth $94K as of Q4 2018.
UnitedHealth was a new Lloyds Banking Group position in Q4 2018.
UnitedHealth made up 1.31% of Lloyds Banking Group's portfolio in Q4 2018, its #10 holding.
Lloyds Banking Group first reported a position in UnitedHealth in Q2 2013 and has held it in 7 quarters since.
Lloyds Banking Group's UnitedHealth position peaked at $83.9M in Q1 2014.
1,921 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on Lloyds Banking Group's 13F filing for Q4 2018, filed 11 Feb 2019.