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SII Investments’s UnitedHealth UNH Stock Holding History

SII Investments’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
-5,493
Closed -$1.21M – 298
2017
Q4 		$1.21M Sell
5,493
-3,507
-39% -$743K 0.13% 132
2017
Q3 		$1.76M Buy
9,000
+24
+0.3% +$4.64K 0.1% 159
2017
Q2 		$1.67M Buy
8,976
+379
+4% +$66.5K 0.1% 162
2017
Q1 		$1.41M Buy
8,597
+14
+0.2% +$2.29K 0.1% 162
2016
Q4 		$1.38M Buy
8,583
+788
+10% +$118K 0.1% 156
2016
Q3 		$1.09M Sell
7,795
-9,244
-54% -$1.29M 0.08% 173
2016
Q2 		$2.4M Sell
17,039
-496
-3% -$66.1K 0.2% 104
2016
Q1 		$2.26M Buy
17,535
+1,567
+10% +$185K 0.21% 95
2015
Q4 		$1.88M Sell
15,968
-3,572
-18% -$417K 0.24% 92
2015
Q3 		$2.27M Buy
19,540
+3,709
+23% +$444K 0.26% 91
2015
Q2 		$1.93M Sell
15,831
-140
-0.9% -$16.6K 0.23% 108
2015
Q1 		$1.89M Sell
15,971
-1,078
-6% -$120K 0.23% 109
2014
Q4 		$1.72M Sell
17,049
-1,555
-8% -$147K 0.23% 111
2014
Q3 		$1.61M Buy
18,604
+578
+3% +$48.8K 0.22% 113
2014
Q2 		$1.47M Buy
18,026
+3,245
+22% +$255K 0.21% 117
2014
Q1 		$1.05M Buy
14,781
+2,621
+22% +$197K 0.2% 127
2013
Q4 		$915K Buy
12,160
+821
+7% +$59K 0.16% 154
2013
Q3 		$808K Buy
11,339
+1
+0% +$72 0.19% 137
2013
Q2 		$743K Buy
+11,338
New +$705K 0.16% 159

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

SII Investments's UNH Position: Q1 2018 in Review

SII Investments sold out of UnitedHealth (UNH) in Q1 2018, closing a stake of 5,493 shares — an estimated $1.21M sold.

SII Investments first reported a position in UNH in Q2 2013 and held it in 19 quarters. The position peaked at $2.4M in Q2 2016. 1,695 funds tracked by Wall St. Rank hold UNH as of Q1 2018.

  • SII Investments reported no remaining UnitedHealth position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 5,493 UnitedHealth shares in Q1 2018, an estimated $1.21M.
  • SII Investments first reported a position in UnitedHealth in Q2 2013 and held it in 19 quarters.
  • SII Investments's UnitedHealth position peaked at $2.4M in Q2 2016.
  • 1,695 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.