Swarthmore Group’s UnitedHealth UNH Stock Holding History

Swarthmore Group’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
2018 Q1	–	Sell	-2,025	Closed	-$446K	–	48
2017 Q4	$446K	Sell	2,025 -50	-2%	-$10.6K	0.1%	40
2017 Q3	$406K	Buy	+2,075	New	+$401K	0.09%	42

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Swarthmore Group's UNH Position: Q1 2018 in Review

Swarthmore Group sold out of UnitedHealth (UNH) in Q1 2018, closing a stake of 2,025 shares — an estimated $446K sold.

Swarthmore Group first reported a position in UNH in Q3 2017 and held it in 2 quarters. The position peaked at $446K in Q4 2017. 1,695 funds tracked by Wall St. Rank hold UNH as of Q1 2018.

Swarthmore Group reported no remaining UnitedHealth position as of Q1 2018 after selling out during the quarter.
Swarthmore Group sold 2,025 UnitedHealth shares in Q1 2018, an estimated $446K.
Swarthmore Group first reported a position in UnitedHealth in Q3 2017 and held it in 2 quarters.
Swarthmore Group's UnitedHealth position peaked at $446K in Q4 2017.
1,695 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2018.

Based on Swarthmore Group's 13F filing for Q1 2018, filed 12 Apr 2018.