Visionary Asset Management’s UnitedHealth UNH Stock Holding History

Visionary Asset Management’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 Q4	–	Sell	-755	Closed	-$201K	–	270
2018 Q3	$201K	Buy	+755	New	+$196K	0.06%	287
2017 Q4	–	Sell	-1,577	Closed	-$309K	–	303
2017 Q3	$309K	Buy	+1,577	New	+$305K	0.09%	133
2015 Q3	–	Sell	-1,665	Closed	-$203K	–	87
2015 Q2	$203K	Sell	1,665 -152	-8%	-$18K	0.07%	105
2015 Q1	$215K	Buy	+1,817	New	+$202K	0.07%	107
2014 Q3	–	Sell	-305	Closed	-$25K	–	324
2014 Q2	$25K	Buy	+305	New	+$24K	0.01%	222

Other funds holding UNH

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

BlackRock New York $5.72T 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Visionary Asset Management's UNH Position: Q4 2018 in Review

Visionary Asset Management sold out of UnitedHealth (UNH) in Q4 2018, closing a stake of 755 shares — an estimated $201K sold.

Visionary Asset Management first reported a position in UNH in Q2 2014 and held it in 5 quarters. The position peaked at $309K in Q3 2017. 1,920 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

Visionary Asset Management reported no remaining UnitedHealth position as of Q4 2018 after selling out during the quarter.
Visionary Asset Management sold 755 UnitedHealth shares in Q4 2018, an estimated $201K.
Visionary Asset Management first reported a position in UnitedHealth in Q2 2014 and held it in 5 quarters.
Visionary Asset Management's UnitedHealth position peaked at $309K in Q3 2017.
1,920 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.