Nicholas Investment Partners’s UnitedHealth UNH Stock Holding History

Nicholas Investment Partners’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 Q2	–	Sell	-13,875	Closed	-$2.97M	–	248
2018 Q1	$2.97M	Buy	13,875 +829	+6%	+$189K	0.21%	154
2017 Q4	$2.88M	Sell	13,046 -1,459	-10%	-$309K	0.19%	169
2017 Q3	$2.84M	Hold	14,505	–	–	0.2%	176
2017 Q2	$2.69M	Buy	14,505 +217	+2%	+$38.1K	0.19%	180
2017 Q1	$2.34M	Buy	14,288 +7,322	+105%	+$1.2M	0.17%	204
2016 Q4	$1.11M	Buy	+6,966	New	+$1.04M	0.08%	251

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Nicholas Investment Partners's UNH Position: Q2 2018 in Review

Nicholas Investment Partners sold out of UnitedHealth (UNH) in Q2 2018, closing a stake of 13,875 shares — an estimated $2.97M sold.

Nicholas Investment Partners first reported a position in UNH in Q4 2016 and held it in 6 quarters. The position peaked at $2.97M in Q1 2018. 1,754 funds tracked by Wall St. Rank hold UNH as of Q2 2018.

Nicholas Investment Partners reported no remaining UnitedHealth position as of Q2 2018 after selling out during the quarter.
Nicholas Investment Partners sold 13,875 UnitedHealth shares in Q2 2018, an estimated $2.97M.
Nicholas Investment Partners first reported a position in UnitedHealth in Q4 2016 and held it in 6 quarters.
Nicholas Investment Partners's UnitedHealth position peaked at $2.97M in Q1 2018.
1,754 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2018.

Based on Nicholas Investment Partners's 13F filing for Q2 2018, filed 14 Aug 2018.