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Train Babcock Advisors’s UnitedHealth UNH Stock Holding History

Train Babcock Advisors’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 		$6.79M Sell
30,782
-2,139
-6% -$453K 2.99% 6
2017
Q3 		$6.45M Sell
32,921
-450
-1% -$86.9K 3.6% 5
2017
Q2 		$6.19M Sell
33,371
-1,130
-3% -$198K 2.69% 8
2017
Q1 		$5.66M Sell
34,501
-14,274
-29% -$2.34M 2.54% 9
2016
Q4 		$7.81M Sell
48,775
-755
-2% -$113K 3.21% 5
2016
Q3 		$6.93M Sell
49,530
-175
-0.4% -$24.5K 2.78% 6
2016
Q2 		$7.02M Sell
49,705
-258
-0.5% -$34.4K 2.79% 6
2016
Q1 		$6.44M Sell
49,963
-1,645
-3% -$195K 2.57% 8
2015
Q4 		$6.07M Sell
51,608
-685
-1% -$80.1K 2.32% 7
2015
Q3 		$6.07M Sell
52,293
-660
-1% -$79K 2.15% 9
2015
Q2 		$6.46M Sell
52,953
-130
-0.2% -$15.4K 2.04% 12
2015
Q1 		$6.28M Sell
53,083
-935
-2% -$104K 1.97% 14
2014
Q4 		$5.46M Buy
54,018
+292
+0.5% +$27.7K 1.76% 17
2014
Q3 		$4.63M Sell
53,726
-266
-0.5% -$22.5K 1.59% 20
2014
Q2 		$4.41M Sell
53,992
-4,380
-8% -$345K 1.43% 22
2014
Q1 		$4.79M Sell
58,372
-895
-2% -$67.4K 1.54% 20
2013
Q4 		$4.46M Buy
59,267
+75
+0.1% +$5.39K 1.54% 21
2013
Q3 		$4.24M Buy
59,192
+275
+0.5% +$19.7K 1.59% 21
2013
Q2 		$3.86M Buy
+58,917
New +$3.67M 1.46% 25

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

Train Babcock Advisors's UNH Position: Q4 2017 in Review

Train Babcock Advisors reduced its UnitedHealth (UNH) stake by 6.5% in Q4 2017, selling an estimated $453K and leaving 30,782 shares worth $6.79M. The position accounts for 2.99% of the portfolio, ranked #6.

Train Babcock Advisors first reported a position in UNH in Q2 2013 and has held it in 19 quarters since. The position peaked at $7.81M in Q4 2016. 1,676 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

  • Train Babcock Advisors held 30,782 shares of UnitedHealth worth $6.79M as of Q4 2017.
  • Train Babcock Advisors sold 2,139 UnitedHealth shares in Q4 2017, an estimated $453K.
  • UnitedHealth made up 2.99% of Train Babcock Advisors's portfolio in Q4 2017, its #6 holding.
  • Train Babcock Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 19 quarters since.
  • Train Babcock Advisors's UnitedHealth position peaked at $7.81M in Q4 2016.
  • 1,676 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on Train Babcock Advisors's 13F filing for Q4 2017, filed 10 Jan 2018.