Ruggie Capital Group’s UnitedHealth UNH Stock Holding History

Ruggie Capital Group’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
2019 Q1	–	Sell	-59	Closed	-$15K	–	445
2018 Q4	$15K	Buy	+59	New	+$15.6K	0.01%	279
2018 Q3	–	Sell	-380	Closed	-$93K	–	311
2018 Q2	$93K	Hold	380	–	–	0.05%	148
2018 Q1	$81K	Hold	380	–	–	0.04%	119
2017 Q4	$84K	Hold	380	–	–	0.05%	111
2017 Q3	$74K	Hold	380	–	–	0.05%	106
2017 Q2	$70K	Hold	380	–	–	0.05%	115
2017 Q1	$62K	Buy	+380	New	+$62.2K	0.05%	108
2015 Q3	–	Sell	-37	Closed	-$4K	–	319
2015 Q2	$4K	Buy	+37	New	+$4.38K	﹤0.01%	235

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 International Investors Los Angeles, California $427B AUM 29.17% 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

Ruggie Capital Group's UNH Position: Q1 2019 in Review

Ruggie Capital Group sold out of UnitedHealth (UNH) in Q1 2019, closing a stake of 59 shares — an estimated $15K sold.

Ruggie Capital Group first reported a position in UNH in Q2 2015 and held it in 8 quarters. The position peaked at $93K in Q2 2018. 1,943 funds tracked by Wall St. Rank hold UNH as of Q1 2019.

Ruggie Capital Group reported no remaining UnitedHealth position as of Q1 2019 after selling out during the quarter.
Ruggie Capital Group sold 59 UnitedHealth shares in Q1 2019, an estimated $15K.
Ruggie Capital Group first reported a position in UnitedHealth in Q2 2015 and held it in 8 quarters.
Ruggie Capital Group's UnitedHealth position peaked at $93K in Q2 2018.
1,943 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.