Monroe Bank & Trust’s UnitedHealth UNH Stock Holding History

Monroe Bank & Trust’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 Q2	$243K	Hold	995	–	–	0.08%	100
2019 Q1	$246K	Hold	995	–	–	0.08%	100
2018 Q4	$248K	Buy	995 +28	+3%	+$7.4K	0.08%	94
2018 Q3	$257K	Buy	967 +17	+2%	+$4.42K	0.08%	96
2018 Q2	$233K	Hold	950	–	–	0.07%	97
2018 Q1	$203K	Hold	950	–	–	0.06%	104
2017 Q4	$209K	Buy	+950	New	+$201K	0.07%	107
2017 Q3	–	Sell	-950	Closed	-$176K	–	237
2017 Q2	$176K	Hold	950	–	–	0.06%	116
2017 Q1	$156K	Sell	950 -86	-8%	-$14.1K	0.05%	121
2016 Q4	$166K	Buy	+1,036	New	+$155K	0.06%	122
2016 Q2	–	Sell	-1,222	Closed	-$158K	–	302
2016 Q1	$158K	Buy	1,222 +86	+8%	+$10.2K	0.05%	131
2015 Q4	$134K	Hold	1,136	–	–	0.05%	135
2015 Q3	$132K	Sell	1,136 -270	-19%	-$32.3K	0.05%	139
2015 Q2	$172K	Sell	1,406 -500	-26%	-$59.1K	0.06%	132
2015 Q1	$225K	Buy	+1,906	New	+$212K	0.08%	124

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Monroe Bank & Trust's UNH Position: Q2 2019 in Review

Monroe Bank & Trust held its UnitedHealth (UNH) position steady in Q2 2019 at 995 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #100.

Monroe Bank & Trust first reported a position in UNH in Q1 2015 and has held it in 15 quarters since. The position peaked at $257K in Q3 2018. 1,965 funds tracked by Wall St. Rank hold UNH as of Q2 2019.

Monroe Bank & Trust held 995 shares of UnitedHealth worth $243K as of Q2 2019.
Monroe Bank & Trust left its UnitedHealth share count unchanged in Q2 2019.
UnitedHealth made up 0.08% of Monroe Bank & Trust's portfolio in Q2 2019, its #100 holding.
Monroe Bank & Trust first reported a position in UnitedHealth in Q1 2015 and has held it in 15 quarters since.
Monroe Bank & Trust's UnitedHealth position peaked at $257K in Q3 2018.
1,965 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2019.

Based on Monroe Bank & Trust's 13F filing for Q2 2019, filed 29 Jul 2019.