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Rand Wealth’s UnitedHealth UNH Stock Holding History

Rand Wealth’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
Q3 		$1.72M Sell
6,474
-4,353
-40% -$1.13M 0.19% 118
2018
Q2 		$2.66M Sell
10,827
-341
-3% -$81.9K 0.3% 94
2018
Q1 		$2.39M Buy
11,168
+176
+2% +$40.2K 0.27% 96
2017
Q4 		$2.42M Sell
10,992
-50
-0.5% -$10.6K 0.27% 96
2017
Q3 		$2.16M Hold
11,042
– – 0.25% 99
2017
Q2 		$2.05M Buy
11,042
+799
+8% +$140K 0.28% 98
2017
Q1 		$1.68M Sell
10,243
-407
-4% -$66.7K 0.2% 116
2016
Q4 		$1.7M Hold
10,650
– – 0.22% 110
2016
Q3 		$1.49M Hold
10,650
– – 0.19% 119
2016
Q2 		$1.5M Sell
10,650
-2,320
-18% -$309K 0.2% 115
2016
Q1 		$1.67M Sell
12,970
-507
-4% -$60K 0.23% 110
2015
Q4 		$1.58M Sell
13,477
-872
-6% -$102K 0.22% 111
2015
Q3 		$1.67M Sell
14,349
-727
-5% -$87K 0.24% 109
2015
Q2 		$1.84M Sell
15,076
-399
-3% -$47.2K 0.25% 99
2015
Q1 		$1.83M Sell
15,475
-100
-0.6% -$11.1K 0.25% 101
2014
Q4 		$1.74M Sell
15,575
-150
-1% -$14.2K 0.24% 101
2014
Q3 		$1.36M Buy
15,725
+1,201
+8% +$101K 0.2% 103
2014
Q2 		$1.19M Sell
14,524
-1,899
-12% -$149K 0.17% 107
2014
Q1 		$1.35M Buy
16,423
+128
+0.8% +$9.63K 0.23% 98
2013
Q4 		$1.23M Buy
16,295
+125
+0.8% +$8.98K 0.22% 100
2013
Q3 		$1.16M Sell
16,170
-50
-0.3% -$3.58K 0.23% 99
2013
Q2 		$1.06M Buy
+16,220
New +$1.01M 0.23% 99

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Rand Wealth's UNH Position: Q3 2018 in Review

Rand Wealth reduced its UnitedHealth (UNH) stake by 40% in Q3 2018, selling an estimated $1.13M and leaving 6,474 shares worth $1.72M. The position accounts for 0.19% of the portfolio, ranked #118.

Rand Wealth first reported a position in UNH in Q2 2013 and has held it in 22 quarters since. The position peaked at $2.66M in Q2 2018. 1,784 funds tracked by Wall St. Rank hold UNH as of Q3 2018.

  • Rand Wealth held 6,474 shares of UnitedHealth worth $1.72M as of Q3 2018.
  • Rand Wealth sold 4,353 UnitedHealth shares in Q3 2018, an estimated $1.13M.
  • UnitedHealth made up 0.19% of Rand Wealth's portfolio in Q3 2018, its #118 holding.
  • Rand Wealth first reported a position in UnitedHealth in Q2 2013 and has held it in 22 quarters since.
  • Rand Wealth's UnitedHealth position peaked at $2.66M in Q2 2018.
  • 1,784 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2018.

Based on Rand Wealth's 13F filing for Q3 2018, filed 13 Nov 2018.