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Nationwide Fund Advisors’s UnitedHealth UNH Stock Holding History

Nationwide Fund 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
-772,812
Closed -$151M – 1994
2017
Q3 		$151M Sell
772,812
-50,409
-6% -$9.74M 0.59% 12
2017
Q2 		$153M Sell
823,221
-110,306
-12% -$19.3M 0.61% 13
2017
Q1 		$153M Sell
933,527
-30,309
-3% -$4.96M 0.62% 14
2016
Q4 		$154M Buy
963,836
+47,951
+5% +$7.16M 0.64% 13
2016
Q3 		$128M Sell
915,885
-37,016
-4% -$5.18M 0.54% 18
2016
Q2 		$135M Sell
952,901
-67,390
-7% -$8.99M 0.58% 17
2016
Q1 		$130M Buy
1,020,291
+36,563
+4% +$4.33M 0.57% 16
2015
Q4 		$116M Sell
983,728
-46,176
-4% -$5.4M 0.5% 19
2015
Q3 		$119M Buy
1,029,904
+279,580
+37% +$33.5M 0.54% 20
2015
Q2 		$91.5M Buy
750,324
+71,429
+11% +$8.45M 0.38% 34
2015
Q1 		$80.3M Sell
678,895
-34,389
-5% -$3.82M 0.32% 42
2014
Q4 		$72.1M Sell
713,284
-22,067
-3% -$2.09M 0.31% 41
2014
Q3 		$63.4M Sell
735,351
-70,866
-9% -$5.99M 0.27% 53
2014
Q2 		$65.9M Buy
806,217
+214,374
+36% +$16.9M 0.27% 54
2014
Q1 		$48.5M Sell
591,843
-21,559
-4% -$1.62M 0.22% 84
2013
Q4 		$46.2M Sell
613,402
-140,328
-19% -$10.1M 0.19% 101
2013
Q3 		$54M Sell
753,730
-104,720
-12% -$7.49M 0.24% 77
2013
Q2 		$56.2M Buy
+858,450
New +$53.4M 0.3% 57

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

Nationwide Fund Advisors's UNH Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of UnitedHealth (UNH) in Q4 2017, closing a stake of 772,812 shares — an estimated $151M sold.

Nationwide Fund Advisors first reported a position in UNH in Q2 2013 and held it in 18 quarters. The position peaked at $154M in Q4 2016. 1,678 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining UnitedHealth position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 772,812 UnitedHealth shares in Q4 2017, an estimated $151M.
  • Nationwide Fund Advisors first reported a position in UnitedHealth in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's UnitedHealth position peaked at $154M in Q4 2016.
  • 1,678 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.