WealthTrust Fairport’s UnitedHealth UNH Stock Holding History

WealthTrust Fairport’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
2019 Q1	$238K	Sell	964 -210	-18%	-$53.6K	0.02%	155
2018 Q4	$292K	Buy	1,174 +203	+21%	+$53.6K	0.03%	150
2018 Q3	$258K	Buy	971 +24	+3%	+$6.24K	0.02%	156
2018 Q2	$232K	Sell	947 -103	-10%	-$24.7K	0.02%	160
2018 Q1	$225K	Hold	1,050	–	–	0.02%	148
2017 Q4	$231K	Sell	1,050 -32	-3%	-$6.78K	0.02%	155
2017 Q3	$212K	Hold	1,082	–	–	0.02%	151
2017 Q2	$201K	Buy	+1,082	New	+$190K	0.02%	155
2015 Q1	–	Sell	-1,145	Closed	-$116K	–	364
2014 Q4	$116K	Sell	1,145 -125	-10%	-$11.8K	0.02%	136
2014 Q3	$110K	Hold	1,270	–	–	0.02%	126
2014 Q2	$104K	Buy	1,270 +95	+8%	+$7.47K	0.02%	132
2014 Q1	$96K	Sell	1,175 -40	-3%	-$3.01K	0.01%	127
2013 Q4	$91K	Buy	1,215 +740	+156%	+$53.2K	0.01%	121
2013 Q3	$34K	Hold	475	–	–	0.01%	178
2013 Q2	$31K	Buy	+475	New	+$29.6K	0.01%	178

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 International Investors Los Angeles, California $427B AUM 29.17% 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

WealthTrust Fairport's UNH Position: Q1 2019 in Review

WealthTrust Fairport reduced its UnitedHealth (UNH) stake by 18% in Q1 2019, selling an estimated $53.6K and leaving 964 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #155.

WealthTrust Fairport first reported a position in UNH in Q2 2013 and has held it in 15 quarters since. The position peaked at $292K in Q4 2018. 1,943 funds tracked by Wall St. Rank hold UNH as of Q1 2019.

WealthTrust Fairport held 964 shares of UnitedHealth worth $238K as of Q1 2019.
WealthTrust Fairport sold 210 UnitedHealth shares in Q1 2019, an estimated $53.6K.
UnitedHealth made up 0.02% of WealthTrust Fairport's portfolio in Q1 2019, its #155 holding.
WealthTrust Fairport first reported a position in UnitedHealth in Q2 2013 and has held it in 15 quarters since.
WealthTrust Fairport's UnitedHealth position peaked at $292K in Q4 2018.
1,943 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.