Shamrock Asset Management’s UnitedHealth UNH Stock Holding History

Shamrock Asset 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
2019 Q3	$18K	Hold	85	–	–	0.01%	188
2019 Q2	$21K	Hold	85	–	–	0.01%	176
2019 Q1	$21K	Hold	85	–	–	0.02%	170
2018 Q4	$21K	Hold	85	–	–	0.03%	153
2018 Q3	$23K	Hold	85	–	–	0.01%	192
2018 Q2	$21K	Hold	85	–	–	0.01%	201
2018 Q1	$21K	Hold	85	–	–	0.01%	216
2017 Q4	$19K	Sell	85 -10	-11%	-$2.12K	0.01%	207
2017 Q3	$19K	Hold	95	–	–	0.01%	196
2017 Q2	$18K	Hold	95	–	–	0.01%	211
2017 Q1	$16K	Buy	+95	New	+$15.6K	0.01%	216

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Shamrock Asset Management's UNH Position: Q3 2019 in Review

Shamrock Asset Management held its UnitedHealth (UNH) position steady in Q3 2019 at 85 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #188.

Shamrock Asset Management first reported a position in UNH in Q1 2017 and has held it in 11 quarters since. The position peaked at $23K in Q3 2018. 1,931 funds tracked by Wall St. Rank hold UNH as of Q3 2019.

Shamrock Asset Management held 85 shares of UnitedHealth worth $18K as of Q3 2019.
Shamrock Asset Management left its UnitedHealth share count unchanged in Q3 2019.
UnitedHealth made up 0.01% of Shamrock Asset Management's portfolio in Q3 2019, its #188 holding.
Shamrock Asset Management first reported a position in UnitedHealth in Q1 2017 and has held it in 11 quarters since.
Shamrock Asset Management's UnitedHealth position peaked at $23K in Q3 2018.
1,931 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2019.

Based on Shamrock Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.