RBC
UNH icon

Ronald Blue & Co’s UnitedHealth UNH Stock Holding History

Ronald Blue & Co’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
2017
Q2 		$801K Sell
4,318
-107
-2% -$18.8K 0.03% 87
2017
Q1 		$726K Buy
4,425
+351
+9% +$57.5K 0.03% 93
2016
Q4 		$652K Buy
4,074
+121
+3% +$18.1K 0.03% 98
2016
Q3 		$553K Sell
3,953
-192
-5% -$26.9K 0.02% 103
2016
Q2 		$586K Buy
4,145
+41
+1% +$5.47K 0.03% 100
2016
Q1 		$529K Buy
4,104
+971
+31% +$115K 0.03% 91
2015
Q4 		$369K Sell
3,133
-5,645
-64% -$660K 0.02% 112
2015
Q3 		$1.02M Sell
8,778
-826
-9% -$98.9K 0.05% 76
2015
Q2 		$1.17M Buy
9,604
+2,188
+30% +$259K 0.06% 68
2015
Q1 		$877K Buy
7,416
+201
+3% +$22.3K 0.04% 103
2014
Q4 		$729K Buy
7,215
+1,480
+26% +$140K 0.04% 121
2014
Q3 		$494K Sell
5,735
-361
-6% -$30.5K 0.03% 156
2014
Q2 		$498K Buy
6,096
+1,644
+37% +$129K 0.03% 166
2014
Q1 		$365K Buy
4,452
+1,673
+60% +$126K 0.03% 184
2013
Q4 		$209K Sell
2,779
-1,645
-37% -$118K 0.02% 279
2013
Q3 		$317K Buy
4,424
+3,438
+349% +$246K 0.03% 188
2013
Q2 		$65K Buy
+986
New +$61.3K 0.01% 177

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ronald Blue & Co's UNH Position: Q2 2017 in Review

Ronald Blue & Co reduced its UnitedHealth (UNH) stake by 2.4% in Q2 2017, selling an estimated $18.8K and leaving 4,318 shares worth $801K. The position accounts for 0.03% of the portfolio, ranked #87.

Ronald Blue & Co first reported a position in UNH in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.17M in Q2 2015. 1,489 funds tracked by Wall St. Rank hold UNH as of Q2 2017.

  • Ronald Blue & Co held 4,318 shares of UnitedHealth worth $801K as of Q2 2017.
  • Ronald Blue & Co sold 107 UnitedHealth shares in Q2 2017, an estimated $18.8K.
  • UnitedHealth made up 0.03% of Ronald Blue & Co's portfolio in Q2 2017, its #87 holding.
  • Ronald Blue & Co first reported a position in UnitedHealth in Q2 2013 and has held it in 17 quarters since.
  • Ronald Blue & Co's UnitedHealth position peaked at $1.17M in Q2 2015.
  • 1,489 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.