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Whitnell & Co’s UnitedHealth UNH Stock Holding History

Whitnell & Co’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 		– Sell
-34
Closed -$9K – 255
2018
Q3 		$9K Hold
34
– – ﹤0.01% 236
2018
Q2 		$8K Hold
34
– – ﹤0.01% 247
2018
Q1 		$7K Sell
34
-180
-84% -$41.1K ﹤0.01% 273
2017
Q4 		$47K Sell
214
-180
-46% -$38.1K 0.02% 176
2017
Q3 		$77K Buy
394
+360
+1,059% +$69.5K 0.03% 161
2017
Q2 		$6K Hold
34
– – ﹤0.01% 226
2017
Q1 		$6K Buy
+34
New +$5.57K ﹤0.01% 238

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 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Whitnell & Co's UNH Position: Q4 2018 in Review

Whitnell & Co sold out of UnitedHealth (UNH) in Q4 2018, closing a stake of 34 shares — an estimated $9K sold.

Whitnell & Co first reported a position in UNH in Q1 2017 and held it in 7 quarters. The position peaked at $77K in Q3 2017. 1,920 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

  • Whitnell & Co reported no remaining UnitedHealth position as of Q4 2018 after selling out during the quarter.
  • Whitnell & Co sold 34 UnitedHealth shares in Q4 2018, an estimated $9K.
  • Whitnell & Co first reported a position in UnitedHealth in Q1 2017 and held it in 7 quarters.
  • Whitnell & Co's UnitedHealth position peaked at $77K in Q3 2017.
  • 1,920 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on Whitnell & Co's 13F filing for Q4 2018, filed 5 Feb 2019.