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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 		$9.05M Sell
46,200
-2,900
-6% -$560K 0.16% 123
2017
Q2 		$9.1M Sell
49,100
-7,200
-13% -$1.26M 0.18% 94
2017
Q1 		$9.23M Buy
56,300
+30,100
+115% +$4.93M 0.31% 35
2016
Q4 		$4.19M Sell
26,200
-3,500
-12% -$523K 0.1% 253
2016
Q3 		$4.16M Buy
29,700
+12,600
+74% +$1.76M 0.08% 326
2016
Q2 		$2.42M Sell
17,100
-29,700
-63% -$3.96M 0.04% 596
2016
Q1 		$6.03M Sell
46,800
-44,900
-49% -$5.31M 0.11% 236
2015
Q4 		$10.8M Buy
91,700
+54,100
+144% +$6.32M 0.11% 217
2015
Q3 		$4.36M Buy
37,600
+9,800
+35% +$1.17M 0.04% 593
2015
Q2 		$3.39M Sell
27,800
-1,500
-5% -$177K 0.03% 799
2015
Q1 		$3.47M Sell
29,300
-188,800
-87% -$21M 0.03% 761
2014
Q4 		$22M Buy
218,100
+200
+0.1% +$19K 0.14% 156
2014
Q3 		$18.8M Sell
217,900
-10,900
-5% -$921K 0.09% 259
2014
Q2 		$18.7M Buy
228,800
+107,400
+88% +$8.45M 0.09% 270
2014
Q1 		$9.95M Buy
121,400
+29,600
+32% +$2.23M 0.06% 455
2013
Q4 		$6.91M Buy
91,800
+3,600
+4% +$259K 0.04% 649
2013
Q3 		$6.32M Sell
88,200
-4,300
-5% -$308K 0.04% 582
2013
Q2 		$6.06M Buy
+92,500
New +$5.76M 0.04% 609

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.