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Weatherstone Capital Management’s UnitedHealth UNH Stock Holding History

Weatherstone Capital 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
2019
Q1 		– Sell
-4,299
Closed -$1.14M – 164
2018
Q4 		$1.14M Buy
+4,299
New +$1.14M 0.28% 65

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Weatherstone Capital Management's UNH Position: Q1 2019 in Review

Weatherstone Capital Management sold out of UnitedHealth (UNH) in Q1 2019, closing a stake of 4,299 shares — an estimated $1.14M sold.

Weatherstone Capital Management first reported a position in UNH in Q4 2018 and held it in 1 quarter. The position peaked at $1.14M in Q4 2018. 1,944 funds tracked by Wall St. Rank hold UNH as of Q1 2019.

  • Weatherstone Capital Management reported no remaining UnitedHealth position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 4,299 UnitedHealth shares in Q1 2019, an estimated $1.14M.
  • Weatherstone Capital Management first reported a position in UnitedHealth in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's UnitedHealth position peaked at $1.14M in Q4 2018.
  • 1,944 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.