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Solaris Asset Management’s UnitedHealth UNH Stock Holding History

Solaris 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
2017
Q4 		– Sell
-32
Closed -$6K – 267
2017
Q3 		$6K Hold
32
– – ﹤0.01% 250
2017
Q2 		$6K Hold
32
– – ﹤0.01% 278
2017
Q1 		$5K Hold
32
– – ﹤0.01% 252
2016
Q4 		$5K Hold
32
– – ﹤0.01% 249
2016
Q3 		$4K Hold
32
– – ﹤0.01% 441
2016
Q2 		$5K Hold
32
– – ﹤0.01% 191
2016
Q1 		$4K Hold
32
– – ﹤0.01% 183
2015
Q4 		$4K Hold
32
– – ﹤0.01% 175
2015
Q3 		$4K Buy
+32
New +$3.83K ﹤0.01% 166

Other funds holding UNH

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Solaris Asset Management's UNH Position: Q4 2017 in Review

Solaris Asset Management sold out of UnitedHealth (UNH) in Q4 2017, closing a stake of 32 shares — an estimated $6K sold.

Solaris Asset Management first reported a position in UNH in Q3 2015 and held it in 9 quarters. The position peaked at $6K in Q3 2017. 1,676 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

  • Solaris Asset Management reported no remaining UnitedHealth position as of Q4 2017 after selling out during the quarter.
  • Solaris Asset Management sold 32 UnitedHealth shares in Q4 2017, an estimated $6K.
  • Solaris Asset Management first reported a position in UnitedHealth in Q3 2015 and held it in 9 quarters.
  • Solaris Asset Management's UnitedHealth position peaked at $6K in Q3 2017.
  • 1,676 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on Solaris Asset Management's 13F filing for Q4 2017, filed 16 Jan 2018.