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UNH icon

Spot Trading’s UnitedHealth UNH Stock Holding History

Spot Trading’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 		$15.3M Buy
78,100
+65,600
+525% +$12.7M 0.26% 38
2017
Q2 		$2.32M Sell
12,500
-4,400
-26% -$772K 0.05% 586
2017
Q1 		$2.77M Sell
16,900
-300
-2% -$49.1K 0.09% 227
2016
Q4 		$2.75M Buy
17,200
+5,100
+42% +$762K 0.06% 413
2016
Q3 		$1.69M Sell
12,100
-12,300
-50% -$1.72M 0.03% 750
2016
Q2 		$3.44M Sell
24,400
-11,600
-32% -$1.55M 0.06% 440
2016
Q1 		$4.64M Buy
36,000
+7,700
+27% +$911K 0.08% 315
2015
Q4 		$3.33M Sell
28,300
-24,400
-46% -$2.85M 0.03% 698
2015
Q3 		$6.11M Sell
52,700
-64,700
-55% -$7.74M 0.06% 414
2015
Q2 		$14.3M Buy
117,400
+87,400
+291% +$10.3M 0.13% 159
2015
Q1 		$3.55M Sell
30,000
-17,400
-37% -$1.93M 0.04% 744
2014
Q4 		$4.79M Sell
47,400
-27,400
-37% -$2.6M 0.03% 817
2014
Q3 		$6.45M Sell
74,800
-48,800
-39% -$4.12M 0.03% 786
2014
Q2 		$10.1M Buy
123,600
+38,500
+45% +$3.03M 0.05% 540
2014
Q1 		$6.98M Buy
85,100
+71,500
+526% +$5.38M 0.04% 644
2013
Q4 		$1.02M Sell
13,600
-43,500
-76% -$3.12M 0.01% 1964
2013
Q3 		$4.09M Sell
57,100
-77,200
-57% -$5.53M 0.03% 866
2013
Q2 		$8.79M Buy
+134,300
New +$8.36M 0.05% 422

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Spot Trading's UNH Position: Q3 2017 in Review

Spot Trading increased its UnitedHealth (UNH) stake by 30% in Q3 2017, buying an estimated $668K and bringing the position to 15,162 shares worth $2.97M. The position accounts for 0.05% of the portfolio, ranked #512.

Spot Trading first reported a position in UNH in Q2 2013 and has held it in 13 quarters since. The position peaked at $6.04M in Q3 2014. 1,521 funds tracked by Wall St. Rank hold UNH as of Q3 2017.

  • Spot Trading held 15,162 shares of UnitedHealth worth $2.97M as of Q3 2017.
  • Spot Trading bought 3,457 UnitedHealth shares in Q3 2017, an estimated $668K.
  • UnitedHealth made up 0.05% of Spot Trading's portfolio in Q3 2017, its #512 holding.
  • Spot Trading first reported a position in UnitedHealth in Q2 2013 and has held it in 13 quarters since.
  • Spot Trading's UnitedHealth position peaked at $6.04M in Q3 2014.
  • 1,521 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.