Virtus Fund Advisers’s UnitedHealth UNH Stock Holding History

Virtus Fund Advisers’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	$72.2M	Buy	327,598 +749	+0.2%	+$159K	0.71%	39
2017 Q3	$64M	Sell	326,849 -52,031	-14%	-$10.1M	0.65%	42
2017 Q2	$71.2M	Sell	378,880 -16,681	-4%	-$2.93M	0.7%	32
2017 Q1	$64.9M	Sell	395,561 -472,029	-54%	-$77.3M	0.61%	46
2016 Q4	$139M	Sell	867,590 -46,773	-5%	-$6.99M	1.17%	9
2016 Q3	$128M	Buy	914,363 +9,017	+1%	+$1.26M	1.13%	12
2016 Q2	$128M	Buy	905,346 +74,009	+9%	+$9.87M	1.14%	14
2016 Q1	$107M	Buy	831,337 +830,085	+66,301%	+$98.2M	0.95%	19
2015 Q4	$147K	Hold	1,252	–	–	﹤0.01%	396
2015 Q3	$145K	Hold	1,252	–	–	﹤0.01%	383
2015 Q2	$153K	Buy	1,252 +535	+75%	+$63.3K	﹤0.01%	400
2015 Q1	$85K	Sell	717 -1,123	-61%	-$125K	﹤0.01%	570
2014 Q4	$186K	Hold	1,840	–	–	﹤0.01%	441
2014 Q3	$159K	Sell	1,840 -8,800	-83%	-$744K	﹤0.01%	487
2014 Q2	$870K	Buy	+10,640	New	+$837K	0.01%	474

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Virtus Fund Advisers's UNH Position: Q4 2017 in Review

Virtus Fund Advisers increased its UnitedHealth (UNH) stake by 0.23% in Q4 2017, buying an estimated $159K and bringing the position to 327,598 shares worth $72.2M. The position accounts for 0.71% of the portfolio, ranked #39.

Virtus Fund Advisers first reported a position in UNH in Q2 2014 and has held it in 15 quarters since. The position peaked at $139M in Q4 2016. 1,678 funds tracked by Wall St. Rank hold UNH as of Q4 2017.

Virtus Fund Advisers held 327,598 shares of UnitedHealth worth $72.2M as of Q4 2017.
Virtus Fund Advisers bought 749 UnitedHealth shares in Q4 2017, an estimated $159K.
UnitedHealth made up 0.71% of Virtus Fund Advisers's portfolio in Q4 2017, its #39 holding.
Virtus Fund Advisers first reported a position in UnitedHealth in Q2 2014 and has held it in 15 quarters since.
Virtus Fund Advisers's UnitedHealth position peaked at $139M in Q4 2016.
1,678 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2017.

Based on Virtus Fund Advisers's 13F filing for Q4 2017, filed 9 Feb 2018.