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Oak Point Wealth Management’s UnitedHealth UNH Stock Holding History

Oak Point Wealth Management’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
Q1 		– Sell
-6,459
Closed -$1.43M – 246
2017
Q4 		$1.43M Buy
+6,459
New +$1.37M 1.41% 25

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Oak Point Wealth Management's UNH Position: Q1 2018 in Review

Oak Point Wealth Management sold out of UnitedHealth (UNH) in Q1 2018, closing a stake of 6,459 shares — an estimated $1.43M sold.

Oak Point Wealth Management first reported a position in UNH in Q4 2017 and held it in 1 quarter. The position peaked at $1.43M in Q4 2017. 1,696 funds tracked by Wall St. Rank hold UNH as of Q1 2018.

  • Oak Point Wealth Management reported no remaining UnitedHealth position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 6,459 UnitedHealth shares in Q1 2018, an estimated $1.43M.
  • Oak Point Wealth Management first reported a position in UnitedHealth in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's UnitedHealth position peaked at $1.43M in Q4 2017.
  • 1,696 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.