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	–	62
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	–	204
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Smith & Howard Wealth Management's UNH Position: Q3 2017 in Review

Smith & Howard Wealth Management sold out of UnitedHealth (UNH) in Q3 2017, closing a stake of 1,170 shares — an estimated $217K sold.

Smith & Howard Wealth Management first reported a position in UNH in Q3 2013 and held it in 9 quarters. The position peaked at $467K in Q2 2015. 1,521 funds tracked by Wall St. Rank hold UNH as of Q3 2017.

Smith & Howard Wealth Management reported no remaining UnitedHealth position as of Q3 2017 after selling out during the quarter.
Smith & Howard Wealth Management sold 1,170 UnitedHealth shares in Q3 2017, an estimated $217K.
Smith & Howard Wealth Management first reported a position in UnitedHealth in Q3 2013 and held it in 9 quarters.
Smith & Howard Wealth Management's UnitedHealth position peaked at $467K in Q2 2015.
1,521 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2017.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2017, filed 15 Nov 2017.