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VIA
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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