Signature Financial Management’s UnitedHealth UNH Stock Holding History

Signature Financial 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
2018 Q4	$255K	Sell	1,022 -618	-38%	-$163K	0.06%	108
2018 Q3	$438K	Hold	1,640	–	–	0.08%	94
2018 Q2	$402K	Hold	1,640	–	–	0.09%	98
2018 Q1	$350K	Buy	+1,640	New	+$375K	0.07%	106
2017 Q4	–	Sell	-3,868	Closed	-$665K	–	154
2017 Q3	$665K	Buy	3,868 +295	+8%	+$57K	0.2%	63
2017 Q2	$662K	Buy	3,573 +764	+27%	+$134K	0.21%	62
2017 Q1	$461K	Sell	2,809 -445	-14%	-$72.9K	0.15%	82
2016 Q4	$522K	Sell	3,254 -834	-20%	-$125K	0.2%	68
2016 Q3	$572K	Hold	4,088	–	–	0.23%	55
2016 Q2	$579K	Sell	4,088 -27	-0.7%	-$3.6K	0.27%	50
2016 Q1	$530K	Buy	4,115 +243	+6%	+$28.7K	0.26%	55
2015 Q4	$456K	Buy	3,872 +492	+15%	+$57.5K	0.22%	56
2015 Q3	$392K	Buy	3,380 +200	+6%	+$23.9K	0.24%	54
2015 Q2	$389K	Buy	3,180 +160	+5%	+$18.9K	0.25%	52
2015 Q1	$357K	Sell	3,020 -266	-8%	-$29.5K	0.23%	53
2014 Q4	$333K	Sell	3,286 -376	-10%	-$35.6K	0.23%	55
2014 Q3	$315K	Buy	3,662 +620	+20%	+$52.4K	0.23%	61
2014 Q2	$249K	Buy	3,042 +582	+24%	+$45.8K	0.19%	70
2014 Q1	$202K	Buy	+2,460	New	+$185K	0.17%	70

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 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Signature Financial Management's UNH Position: Q4 2018 in Review

Signature Financial Management reduced its UnitedHealth (UNH) stake by 38% in Q4 2018, selling an estimated $163K and leaving 1,022 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #108.

Signature Financial Management first reported a position in UNH in Q1 2014 and has held it in 19 quarters since. The position peaked at $665K in Q3 2017. 1,921 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

Signature Financial Management held 1,022 shares of UnitedHealth worth $255K as of Q4 2018.
Signature Financial Management sold 618 UnitedHealth shares in Q4 2018, an estimated $163K.
UnitedHealth made up 0.06% of Signature Financial Management's portfolio in Q4 2018, its #108 holding.
Signature Financial Management first reported a position in UnitedHealth in Q1 2014 and has held it in 19 quarters since.
Signature Financial Management's UnitedHealth position peaked at $665K in Q3 2017.
1,921 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.