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WealthTrust-Arizona’s UnitedHealth UNH Stock Holding History

WealthTrust-Arizona’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 		$104K Buy
417
+30
+8% +$7.92K 0.06% 97
2018
Q3 		$103K Buy
387
+100
+35% +$26K 0.05% 100
2018
Q2 		$70K Buy
287
+150
+109% +$36K 0.04% 118
2018
Q1 		$29K Hold
137
– – 0.02% 228
2017
Q4 		$30K Buy
137
+10
+8% +$2.12K 0.01% 226
2017
Q3 		$25K Hold
127
– – 0.01% 244
2017
Q2 		$24K Buy
127
+47
+59% +$8.24K 0.01% 243
2017
Q1 		$13K Sell
80
-170
-68% -$27.8K 0.01% 336
2016
Q4 		$40K Buy
250
+200
+400% +$29.9K 0.02% 175
2016
Q3 		$7K Hold
50
– – ﹤0.01% 437
2016
Q2 		$7K Hold
50
– – ﹤0.01% 421
2016
Q1 		$6K Buy
50
+10
+25% +$1.18K ﹤0.01% 439
2015
Q4 		$5K Buy
40
+10
+33% +$1.17K ﹤0.01% 491
2015
Q3 		$3K Buy
+30
New +$3.59K ﹤0.01% 529
2015
Q1 		– Sell
-23
Closed -$2.55K – 681
2014
Q4 		$2K Sell
23
-92
-80% -$8.72K ﹤0.01% 562
2014
Q3 		$10K Buy
115
+15
+15% +$1.27K 0.01% 413
2014
Q2 		$8K Hold
100
– – 0.01% 447
2014
Q1 		$8K Sell
100
-1,200
-92% -$90.3K 0.01% 469
2013
Q4 		$98K Hold
1,300
– – 0.11% 98
2013
Q3 		$93K Hold
1,300
– – 0.12% 98
2013
Q2 		$85K Buy
+1,300
New +$80.9K 0.11% 96

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WealthTrust-Arizona's UNH Position: Q4 2018 in Review

WealthTrust-Arizona increased its UnitedHealth (UNH) stake by 7.8% in Q4 2018, buying an estimated $7.92K and bringing the position to 417 shares worth $104K. The position accounts for 0.06% of the portfolio, ranked #97.

WealthTrust-Arizona first reported a position in UNH in Q2 2013 and has held it in 21 quarters since. 1,921 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

  • WealthTrust-Arizona held 417 shares of UnitedHealth worth $104K as of Q4 2018.
  • WealthTrust-Arizona bought 30 UnitedHealth shares in Q4 2018, an estimated $7.92K.
  • UnitedHealth made up 0.06% of WealthTrust-Arizona's portfolio in Q4 2018, its #97 holding.
  • WealthTrust-Arizona first reported a position in UnitedHealth in Q2 2013 and has held it in 21 quarters since.
  • 1,921 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.