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Lucus Advisors’s UnitedHealth UNH Stock Holding History

Lucus Advisors’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
Q4 		– Sell
-1,773
Closed -$347K – 252
2017
Q3 		$347K Buy
+1,773
New +$343K 0.49% 125
2016
Q3 		– Sell
-2,440
Closed -$345K – 297
2016
Q2 		$345K Sell
2,440
-1,578
-39% -$210K 0.28% 190
2016
Q1 		$518K Buy
4,018
+80
+2% +$9.46K 0.31% 178
2015
Q4 		$463K Sell
3,938
-7
-0.2% -$818 0.28% 82
2015
Q3 		$458K Sell
3,945
-381
-9% -$45.6K 0.26% 90
2015
Q2 		$528K Buy
4,326
+1,293
+43% +$153K 0.25% 37
2015
Q1 		$359K Buy
+3,033
New +$337K 0.18% 236

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Lucus Advisors's UNH Position: Q4 2017 in Review

Lucus Advisors sold out of UnitedHealth (UNH) in Q4 2017, closing a stake of 1,773 shares — an estimated $347K sold.

Lucus Advisors first reported a position in UNH in Q1 2015 and held it in 7 quarters. The position peaked at $528K in Q2 2015. 1,677 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

  • Lucus Advisors reported no remaining UnitedHealth position as of Q4 2017 after selling out during the quarter.
  • Lucus Advisors sold 1,773 UnitedHealth shares in Q4 2017, an estimated $347K.
  • Lucus Advisors first reported a position in UnitedHealth in Q1 2015 and held it in 7 quarters.
  • Lucus Advisors's UnitedHealth position peaked at $528K in Q2 2015.
  • 1,677 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.