Welch Group’s UnitedHealth UNH Stock Holding History

Welch Group’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	-445	Closed	-$111K	–	148
2018 Q4	$111K	Buy	445 +13	+3%	+$3.43K	0.01%	138
2018 Q3	$115	Hold	432	–	–	0.01%	142
2018 Q2	$106K	Buy	+432	New	+$104K	0.01%	137
2016 Q2	–	Sell	-1,674	Closed	-$216K	–	136
2016 Q1	$216K	Hold	1,674	–	–	0.04%	102
2015 Q4	$197K	Hold	1,674	–	–	0.04%	106
2015 Q3	$194K	Buy	+1,674	New	+$200K	0.04%	98

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

Welch Group's UNH Position: Q1 2019 in Review

Welch Group sold out of UnitedHealth (UNH) in Q1 2019, closing a stake of 445 shares — an estimated $111K sold.

Welch Group first reported a position in UNH in Q3 2015 and held it in 6 quarters. The position peaked at $216K in Q1 2016. 1,943 funds tracked by Wall St. Rank hold UNH as of Q1 2019.

Welch Group reported no remaining UnitedHealth position as of Q1 2019 after selling out during the quarter.
Welch Group sold 445 UnitedHealth shares in Q1 2019, an estimated $111K.
Welch Group first reported a position in UnitedHealth in Q3 2015 and held it in 6 quarters.
Welch Group's UnitedHealth position peaked at $216K in Q1 2016.
1,943 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2019.

Based on Welch Group's 13F filing for Q1 2019, filed 15 Apr 2019.