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Trilogy Global Advisors’s UnitedHealth UNH Stock Holding History

Trilogy Global 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
Q3 		– Sell
-156,679
Closed -$29.1M – 64
2017
Q2 		$29.1M Buy
156,679
+19,164
+14% +$3.36M 0.97% 35
2017
Q1 		$22.6M Sell
137,515
-7,870
-5% -$1.29M 0.76% 47
2016
Q4 		$23.3M Sell
145,385
-5,174
-3% -$773K 0.78% 46
2016
Q3 		$21.1M Buy
+150,559
New +$21.1M 0.7% 46

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

Trilogy Global Advisors's UNH Position: Q3 2017 in Review

Trilogy Global Advisors sold out of UnitedHealth (UNH) in Q3 2017, closing a stake of 156,679 shares — an estimated $29.1M sold.

Trilogy Global Advisors first reported a position in UNH in Q3 2016 and held it in 4 quarters. The position peaked at $29.1M in Q2 2017. 1,519 funds tracked by Wall St. Rank hold UNH as of Q3 2017.

  • Trilogy Global Advisors reported no remaining UnitedHealth position as of Q3 2017 after selling out during the quarter.
  • Trilogy Global Advisors sold 156,679 UnitedHealth shares in Q3 2017, an estimated $29.1M.
  • Trilogy Global Advisors first reported a position in UnitedHealth in Q3 2016 and held it in 4 quarters.
  • Trilogy Global Advisors's UnitedHealth position peaked at $29.1M in Q2 2017.
  • 1,519 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2017.

Based on Trilogy Global Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.