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Retirement Income Solutions’s UnitedHealth UNH Stock Holding History

Retirement Income 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
Q1 		– Sell
-2,202
Closed -$485K – 73
2017
Q4 		$485K Buy
+2,202
New +$467K 0.28% 37

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

Retirement Income Solutions's UNH Position: Q1 2018 in Review

Retirement Income Solutions sold out of UnitedHealth (UNH) in Q1 2018, closing a stake of 2,202 shares — an estimated $485K sold.

Retirement Income Solutions first reported a position in UNH in Q4 2017 and held it in 1 quarter. The position peaked at $485K in Q4 2017. 1,695 funds tracked by Wall St. Rank hold UNH as of Q1 2018.

  • Retirement Income Solutions reported no remaining UnitedHealth position as of Q1 2018 after selling out during the quarter.
  • Retirement Income Solutions sold 2,202 UnitedHealth shares in Q1 2018, an estimated $485K.
  • Retirement Income Solutions first reported a position in UnitedHealth in Q4 2017 and held it in 1 quarter.
  • Retirement Income Solutions's UnitedHealth position peaked at $485K in Q4 2017.
  • 1,695 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2018.

Based on Retirement Income Solutions's 13F filing for Q1 2018, filed 30 Apr 2018.