Northern Capital Management (Wisconsin)’s UnitedHealth UNH Stock Holding History

Northern Capital Management (Wisconsin)’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 Q4	$1.33M	Hold	5,335	–	–	0.36%	97
2018 Q3	$1.42M	Sell	5,335 -125	-2%	-$32.5K	0.33%	105
2018 Q2	$1.34M	Sell	5,460 -335	-6%	-$80.4K	0.33%	106
2018 Q1	$1.24M	Buy	+5,795	New	+$1.32M	0.32%	106
2016 Q3	–	Sell	-5,875	Closed	-$830K	–	144
2016 Q2	$830K	Sell	5,875 -1,575	-21%	-$210K	0.37%	85
2016 Q1	$960K	Buy	7,450 +75	+1%	+$8.87K	0.43%	84
2015 Q4	$868K	Buy	7,375 +150	+2%	+$17.5K	0.38%	93
2015 Q3	$838K	Sell	7,225 -150	-2%	-$18K	0.36%	94
2015 Q2	$900K	Sell	7,375 -575	-7%	-$68K	0.42%	79
2015 Q1	$940K	Sell	7,950 -600	-7%	-$66.6K	0.45%	79
2014 Q4	$864K	Hold	8,550	–	–	0.43%	86
2014 Q3	$737K	Hold	8,550	–	–	0.37%	88
2014 Q2	$699K	Hold	8,550	–	–	0.35%	89
2014 Q1	$701K	Buy	8,550 +300	+4%	+$22.6K	0.35%	87
2013 Q4	$621K	Buy	+8,250	New	+$593K	0.32%	89

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

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

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

Northern Capital Management (Wisconsin)'s UNH Position: Q4 2018 in Review

Northern Capital Management (Wisconsin) held its UnitedHealth (UNH) position steady in Q4 2018 at 5,335 shares worth $1.33M. The position accounts for 0.36% of the portfolio, ranked #97.

Northern Capital Management (Wisconsin) first reported a position in UNH in Q4 2013 and has held it in 15 quarters since. The position peaked at $1.42M in Q3 2018. 1,921 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

Northern Capital Management (Wisconsin) held 5,335 shares of UnitedHealth worth $1.33M as of Q4 2018.
Northern Capital Management (Wisconsin) left its UnitedHealth share count unchanged in Q4 2018.
UnitedHealth made up 0.36% of Northern Capital Management (Wisconsin)'s portfolio in Q4 2018, its #97 holding.
Northern Capital Management (Wisconsin) first reported a position in UnitedHealth in Q4 2013 and has held it in 15 quarters since.
Northern Capital Management (Wisconsin)'s UnitedHealth position peaked at $1.42M in Q3 2018.
1,921 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on Northern Capital Management (Wisconsin)'s 13F filing for Q4 2018, filed 1 Feb 2019.