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Vantage Investment Advisors’s UnitedHealth UNH Stock Holding History

Vantage Investment 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
2018
Q3 		$6M Buy
22,555
+2,541
+13% +$661K 1.26% 36
2018
Q2 		$4.91M Buy
20,014
+17,330
+646% +$4.16M 1.19% 38
2018
Q1 		$574K Hold
2,684
– – 0.15% 78
2017
Q4 		$592K Sell
2,684
-13
-0.5% -$2.75K 0.14% 85
2017
Q3 		$528K Sell
2,697
-44
-2% -$8.5K 0.14% 83
2017
Q2 		$508K Sell
2,741
-330
-11% -$57.9K 0.15% 84
2017
Q1 		$504K Sell
3,071
-345
-10% -$56.5K 0.17% 79
2016
Q4 		$547K Buy
3,416
+34
+1% +$5.08K 0.22% 72
2016
Q3 		$473K Sell
3,382
-431
-11% -$60.4K 0.21% 72
2016
Q2 		$536K Sell
3,813
-205
-5% -$27.3K 0.23% 70
2016
Q1 		$518K Buy
4,018
+22
+0.6% +$2.6K 0.23% 70
2015
Q4 		$470K Buy
3,996
+248
+7% +$29K 0.24% 69
2015
Q3 		$435K Sell
3,748
-75
-2% -$8.98K 0.25% 70
2015
Q2 		$466K Sell
3,823
-4,438
-54% -$525K 0.26% 68
2015
Q1 		$977K Buy
8,261
+4,438
+116% +$493K 0.28% 63
2014
Q4 		$386K Hold
3,823
– – 0.22% 78
2014
Q3 		$330K Hold
3,823
– – 0.2% 79
2014
Q2 		$313K Buy
3,823
+445
+13% +$35K 0.19% 80
2014
Q1 		$277K Buy
3,378
+2,070
+158% +$156K 0.18% 82
2013
Q4 		$98K Buy
+1,308
New +$94K 0.07% 157

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vantage Investment Advisors's UNH Position: Q3 2018 in Review

Vantage Investment Advisors increased its UnitedHealth (UNH) stake by 13% in Q3 2018, buying an estimated $661K and bringing the position to 22,555 shares worth $6M. The position accounts for 1.26% of the portfolio, ranked #36.

Vantage Investment Advisors first reported a position in UNH in Q4 2013 and has held it in 20 quarters since. 1,785 funds tracked by Wall St. Rank hold UNH as of Q3 2018.

  • Vantage Investment Advisors held 22,555 shares of UnitedHealth worth $6M as of Q3 2018.
  • Vantage Investment Advisors bought 2,541 UnitedHealth shares in Q3 2018, an estimated $661K.
  • UnitedHealth made up 1.26% of Vantage Investment Advisors's portfolio in Q3 2018, its #36 holding.
  • Vantage Investment Advisors first reported a position in UnitedHealth in Q4 2013 and has held it in 20 quarters since.
  • 1,785 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.