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Wealthfront’s UnitedHealth UNH Stock Holding History

Wealthfront’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 		$13.6M Sell
50,997
-347
-0.7% -$90.3K 0.13% 30
2018
Q2 		$12.6M Buy
51,344
+3,896
+8% +$935K 0.13% 29
2018
Q1 		$10.2M Buy
47,448
+2,371
+5% +$542K 0.1% 33
2017
Q4 		$9.94M Buy
45,077
+2,746
+6% +$582K 0.11% 34
2017
Q3 		$8.29M Buy
42,331
+1,953
+5% +$377K 0.11% 35
2017
Q2 		$7.49M Buy
40,378
+4,249
+12% +$745K 0.11% 36
2017
Q1 		$5.93M Buy
36,129
+1,424
+4% +$233K 0.11% 37
2016
Q4 		$5.55M Buy
34,705
+7,235
+26% +$1.08M 0.12% 35
2016
Q3 		$3.85M Sell
27,470
-1,767
-6% -$247K 0.09% 44
2016
Q2 		$4.13M Buy
29,237
+4,219
+17% +$563K 0.11% 36
2016
Q1 		$3.23M Buy
25,018
+8,897
+55% +$1.05M 0.1% 44
2015
Q4 		$1.9M Sell
16,121
-184
-1% -$21.5K 0.07% 55
2015
Q3 		$1.89M Buy
16,305
+4,670
+40% +$559K 0.08% 50
2015
Q2 		$1.42M Buy
11,635
+1,989
+21% +$235K 0.06% 41
2015
Q1 		$1.14M Buy
9,646
+2,230
+30% +$248K 0.05% 37
2014
Q4 		$750K Buy
7,416
+2,792
+60% +$265K 0.04% 50
2014
Q3 		$399K Buy
4,624
+1,043
+29% +$88.1K 0.03% 71
2014
Q2 		$298K Buy
3,581
+1,358
+61% +$107K 0.03% 64
2014
Q1 		$182K Buy
+2,223
New +$167K 0.02% 63

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthfront's UNH Position: Q3 2018 in Review

Wealthfront reduced its UnitedHealth (UNH) stake by 0.68% in Q3 2018, selling an estimated $90.3K and leaving 50,997 shares worth $13.6M. The position accounts for 0.13% of the portfolio, ranked #30.

Wealthfront first reported a position in UNH in Q1 2014 and has held it in 19 quarters since. 1,785 funds tracked by Wall St. Rank hold UNH as of Q3 2018.

  • Wealthfront held 50,997 shares of UnitedHealth worth $13.6M as of Q3 2018.
  • Wealthfront sold 347 UnitedHealth shares in Q3 2018, an estimated $90.3K.
  • UnitedHealth made up 0.13% of Wealthfront's portfolio in Q3 2018, its #30 holding.
  • Wealthfront first reported a position in UnitedHealth in Q1 2014 and has held it in 19 quarters since.
  • 1,785 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.