Mariner Wealth Advisors (Cincinnati)’s UnitedHealth UNH Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$33.7M	Buy	126,714 +1,309	+1%	+$340K	1.86%	7
2018 Q2	$30.8M	Buy	125,405 +1,276	+1%	+$306K	1.82%	9
2018 Q1	$26.6M	Sell	124,129 -702	-0.6%	-$160K	1.63%	13
2017 Q4	$27.5M	Sell	124,831 -1,587	-1%	-$336K	1.67%	12
2017 Q3	$24.8M	Buy	126,418 +531	+0.4%	+$103K	1.6%	15
2017 Q2	$23.3M	Sell	125,887 -1,942	-2%	-$341K	1.62%	14
2017 Q1	$21M	Buy	127,829 +1,340	+1%	+$219K	1.51%	17
2016 Q4	$20.2M	Sell	126,489 -1,147	-0.9%	-$171K	1.58%	15
2016 Q3	$17.9M	Buy	127,636 +45	+0%	+$6.3K	1.52%	21
2016 Q2	$18M	Sell	127,591 -38,250	-23%	-$5.1M	1.61%	18
2016 Q1	$21.4M	Buy	165,841 +1,387	+0.8%	+$164K	2.1%	8
2015 Q4	$19.3M	Buy	+164,454	New	+$19.2M	1.89%	12
2015 Q1	$19.4M	Buy	164,026 +1,216	+0.7%	+$135K	2.73%	7
2014 Q4	$16.5M	Buy	162,810 +2,398	+1%	+$227K	2.38%	14
2014 Q3	$13.8M	Sell	160,412 -3,443	-2%	-$291K	2.22%	18
2014 Q2	$13.4M	Buy	163,855 +2,054	+1%	+$162K	2.11%	21
2014 Q1	$13.3M	Buy	161,801 +225	+0.1%	+$16.9K	2.15%	19
2013 Q4	$12.2M	Buy	161,576 +2,986	+2%	+$215K	2%	24
2013 Q3	$11.4M	Buy	158,590 +4,599	+3%	+$329K	2.11%	21
2013 Q2	$10.1M	Buy	+153,991	New	+$9.58M	2%	23

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s UNH Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its UnitedHealth (UNH) stake by 1% in Q3 2018, buying an estimated $340K and bringing the position to 126,714 shares worth $33.7M. The position accounts for 1.86% of the portfolio, ranked #7.

Mariner Wealth Advisors (Cincinnati) first reported a position in UNH in Q2 2013 and has held it in 20 quarters since. 1,784 funds tracked by Wall St. Rank hold UNH as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 126,714 shares of UnitedHealth worth $33.7M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 1,309 UnitedHealth shares in Q3 2018, an estimated $340K.
UnitedHealth made up 1.86% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #7 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in UnitedHealth in Q2 2013 and has held it in 20 quarters since.
1,784 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.