SHWM
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Smith & Howard Wealth Management’s UnitedHealth UNH Stock Holding History

Smith & Howard Wealth 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
2017
Q3 		– Sell
-1,170
Closed -$217K – 65
2017
Q2 		$217K Buy
+1,170
New +$205K 0.1% 55
2016
Q2 		– Sell
-2,274
Closed -$293K – 58
2016
Q1 		$293K Buy
2,274
+119
+6% +$14.1K 0.12% 48
2015
Q4 		$254K Hold
2,155
– – 0.12% 50
2015
Q3 		$250K Sell
2,155
-1,675
-44% -$200K 0.12% 40
2015
Q2 		$467K Hold
3,830
– – 0.2% 27
2015
Q1 		$453K Buy
3,830
+1,750
+84% +$194K 0.2% 28
2014
Q4 		$210K Buy
+2,080
New +$197K 0.1% 48
2014
Q1 		– Sell
-2,080
Closed -$157K – 206
2013
Q4 		$157K Buy
2,080
+750
+56% +$53.9K 0.09% 48
2013
Q3 		$95K Buy
+1,330
New +$95.2K 0.06% 79

Other funds holding UNH

BlackRock
BlackRock New York $5.7T 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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T 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