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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
2017
Q4 		– Sell
-200
Closed -$1K – 686
2017
Q3 		$1K Sell
200
-200
-50% -$38.6K ﹤0.01% 635
2017
Q2 		$5K Buy
+400
New +$70.1K ﹤0.01% 494
2015
Q3 		– Sell
-200
Closed -$2K – 636
2015
Q2 		$2K Hold
200
– – ﹤0.01% 580
2015
Q1 		$2K Buy
+200
New +$22.2K ﹤0.01% 595

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.