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Patriot Wealth Management’s UnitedHealth UNH Stock Holding History

Patriot 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
Q4 		$14.1M Sell
56,601
-1,258
-2% -$332K 2.06% 9
2018
Q3 		$15.4M Buy
57,859
+1,252
+2% +$326K 1.94% 9
2018
Q2 		$13.9M Buy
56,607
+1,208
+2% +$290K 1.91% 11
2018
Q1 		$11.9M Buy
55,399
+2,065
+4% +$472K 1.69% 13
2017
Q4 		$11.8M Sell
53,334
-94
-0.2% -$19.9K 1.67% 15
2017
Q3 		$10.5M Buy
53,428
+82
+0.2% +$15.8K 1.7% 13
2017
Q2 		$9.89M Buy
53,346
+1,881
+4% +$330K 1.66% 10
2017
Q1 		$8.44M Sell
51,465
-30,133
-37% -$4.93M 1.35% 19
2016
Q4 		$13.1M Sell
81,598
-869
-1% -$130K 2.47% 7
2016
Q3 		$11.5M Sell
82,467
-1,840
-2% -$258K 2.23% 8
2016
Q2 		$11.9M Buy
84,307
+1,516
+2% +$202K 2.35% 8
2016
Q1 		$10.7M Sell
82,791
-12,479
-13% -$1.48M 2.16% 10
2015
Q4 		$11.2M Buy
95,270
+150
+0.2% +$17.5K 2.32% 10
2015
Q3 		$11M Buy
95,120
+3,045
+3% +$364K 2.55% 8
2015
Q2 		$11.2M Buy
92,075
+983
+1% +$116K 2.5% 7
2015
Q1 		$10.8M Buy
91,092
+3,335
+4% +$370K 2.4% 9
2014
Q4 		$8.87M Buy
87,757
+1,678
+2% +$159K 2.07% 11
2014
Q3 		$7.42M Buy
86,079
+2,311
+3% +$195K 1.83% 14
2014
Q2 		$6.85M Buy
83,768
+328
+0.4% +$25.8K 1.73% 15
2014
Q1 		$6.84M Buy
83,440
+2,067
+3% +$156K 1.83% 16
2013
Q4 		$6.13M Sell
81,373
-1,409
-2% -$101K 1.69% 19
2013
Q3 		$5.93M Buy
+82,782
New +$5.92M 1.76% 17
2013
Q2 		– Hold
0
– – – 20

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Patriot Wealth Management's UNH Position: Q4 2018 in Review

Patriot Wealth Management reduced its UnitedHealth (UNH) stake by 2.2% in Q4 2018, selling an estimated $332K and leaving 56,601 shares worth $14.1M. The position accounts for 2.06% of the portfolio, ranked #9.

Patriot Wealth Management first reported a position in UNH in Q3 2013 and has held it in 22 quarters since. The position peaked at $15.4M in Q3 2018. 1,921 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

  • Patriot Wealth Management held 56,601 shares of UnitedHealth worth $14.1M as of Q4 2018.
  • Patriot Wealth Management sold 1,258 UnitedHealth shares in Q4 2018, an estimated $332K.
  • UnitedHealth made up 2.06% of Patriot Wealth Management's portfolio in Q4 2018, its #9 holding.
  • Patriot Wealth Management first reported a position in UnitedHealth in Q3 2013 and has held it in 22 quarters since.
  • Patriot Wealth Management's UnitedHealth position peaked at $15.4M in Q3 2018.
  • 1,921 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.