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Loeb Partners Corp’s UnitedHealth UNH Stock Holding History

Loeb Partners Corp’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
Q1 		– Sell
-19,900
Closed -$4.39M – 144
2017
Q4 		$4.39M Buy
19,900
+12,900
+184% +$2.73M 1.29% 22
2017
Q3 		$1.37M Buy
+7,000
New +$1.35M 0.42% 60

Other funds holding UNH

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Loeb Partners Corp's UNH Position: Q1 2018 in Review

Loeb Partners Corp sold out of UnitedHealth (UNH) in Q1 2018, closing a stake of 19,900 shares — an estimated $4.39M sold.

Loeb Partners Corp first reported a position in UNH in Q3 2017 and held it in 2 quarters. The position peaked at $4.39M in Q4 2017. 1,695 funds tracked by Wall St. Rank hold UNH as of Q1 2018.

  • Loeb Partners Corp reported no remaining UnitedHealth position as of Q1 2018 after selling out during the quarter.
  • Loeb Partners Corp sold 19,900 UnitedHealth shares in Q1 2018, an estimated $4.39M.
  • Loeb Partners Corp first reported a position in UnitedHealth in Q3 2017 and held it in 2 quarters.
  • Loeb Partners Corp's UnitedHealth position peaked at $4.39M in Q4 2017.
  • 1,695 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2018.

Based on Loeb Partners Corp's 13F filing for Q1 2018, filed 14 May 2018.