Old Mutual Customised Solutions’s UnitedHealth UNH Stock Holding History

Old Mutual Customised Solutions’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	$4.19M	Buy	17,096 +200	+1%	+$48K	0.42%	55
2018 Q1	$3.62M	Hold	16,896	–	–	0.37%	63
2017 Q4	$3.73M	Hold	16,896	–	–	0.38%	63
2017 Q3	$3.31M	Sell	16,896 -100	-0.6%	-$19.3K	0.45%	48
2017 Q2	$3.15M	Buy	16,996 +1,300	+8%	+$228K	0.46%	49
2017 Q1	$2.57M	Buy	15,696 +2,596	+20%	+$425K	0.4%	56
2016 Q4	$2.1M	Buy	13,100 +7,600	+138%	+$1.14M	0.38%	57
2016 Q3	$770K	Sell	5,500 -1,600	-23%	-$224K	0.22%	103
2016 Q2	$1M	Hold	7,100	–	–	0.25%	90
2016 Q1	$915K	Sell	7,100 -2,300	-24%	-$272K	0.24%	100
2015 Q4	$1.11M	Hold	9,400	–	–	0.28%	88
2015 Q3	$1.09M	Sell	9,400 -2,000	-18%	-$239K	0.29%	80
2015 Q2	$1.39M	Buy	11,400 +1,600	+16%	+$189K	0.33%	69
2015 Q1	$1.16M	Sell	9,800 -6,100	-38%	-$677K	0.28%	77
2014 Q4	$1.61M	Sell	15,900 -700	-4%	-$66.3K	0.46%	38
2014 Q3	$1.43M	Sell	16,600 -2,200	-12%	-$186K	0.4%	38
2014 Q2	$1.54M	Sell	18,800 -1,000	-5%	-$78.7K	0.37%	47
2014 Q1	$1.62M	Hold	19,800	–	–	0.41%	39
2013 Q4	$1.49M	Hold	19,800	–	–	0.39%	41
2013 Q3	$1.42M	Buy	19,800 +2,900	+17%	+$208K	0.4%	41
2013 Q2	$1.11M	Buy	+16,900	New	+$1.05M	0.32%	49

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

Old Mutual Customised Solutions's UNH Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its UnitedHealth (UNH) stake by 1.2% in Q2 2018, buying an estimated $48K and bringing the position to 17,096 shares worth $4.19M. The position accounts for 0.42% of the portfolio, ranked #55.

Old Mutual Customised Solutions first reported a position in UNH in Q2 2013 and has held it in 21 quarters since. 1,754 funds tracked by Wall St. Rank hold UNH as of Q2 2018.

Old Mutual Customised Solutions held 17,096 shares of UnitedHealth worth $4.19M as of Q2 2018.
Old Mutual Customised Solutions bought 200 UnitedHealth shares in Q2 2018, an estimated $48K.
UnitedHealth made up 0.42% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #55 holding.
Old Mutual Customised Solutions first reported a position in UnitedHealth in Q2 2013 and has held it in 21 quarters since.
1,754 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.