LWM
UNH icon

Lyons Wealth Management’s UnitedHealth UNH Stock Holding History

Lyons 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
2019
Q1 		– Sell
-3,025
Closed -$753K – 34
2018
Q4 		$753K Sell
3,025
-284
-9% -$75K 2.45% 15
2018
Q3 		$881K Sell
3,309
-135
-4% -$35.1K 1.75% 18
2018
Q2 		$843K Sell
3,444
-625
-15% -$150K 1.21% 19
2018
Q1 		$869K Hold
4,069
– – 1.32% 16
2017
Q4 		$901K Buy
+4,069
New +$862K 1.47% 16

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Lyons Wealth Management's UNH Position: Q1 2019 in Review

Lyons Wealth Management sold out of UnitedHealth (UNH) in Q1 2019, closing a stake of 3,025 shares — an estimated $753K sold.

Lyons Wealth Management first reported a position in UNH in Q4 2017 and held it in 5 quarters. The position peaked at $901K in Q4 2017. 1,944 funds tracked by Wall St. Rank hold UNH as of Q1 2019.

  • Lyons Wealth Management reported no remaining UnitedHealth position as of Q1 2019 after selling out during the quarter.
  • Lyons Wealth Management sold 3,025 UnitedHealth shares in Q1 2019, an estimated $753K.
  • Lyons Wealth Management first reported a position in UnitedHealth in Q4 2017 and held it in 5 quarters.
  • Lyons Wealth Management's UnitedHealth position peaked at $901K in Q4 2017.
  • 1,944 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2019.

Based on Lyons Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.