Whitney & Co’s UnitedHealth UNH Stock Holding History

Whitney & 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	-107	Closed	-$30K	–	442
2018 Q3	$30K	Buy	107 +57	+114%	+$14.8K	0.01%	217
2018 Q2	$12K	Hold	50	–	–	﹤0.01%	233
2018 Q1	$11K	Buy	+50	New	+$11.4K	﹤0.01%	238

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 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

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

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

Whitney & Co sold out of UnitedHealth (UNH) in Q4 2018, closing a stake of 107 shares — an estimated $30K sold.

Whitney & Co first reported a position in UNH in Q1 2018 and held it in 3 quarters. The position peaked at $30K in Q3 2018. 1,920 funds tracked by Wall St. Rank hold UNH as of Q4 2018.

Whitney & Co reported no remaining UnitedHealth position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 107 UnitedHealth shares in Q4 2018, an estimated $30K.
Whitney & Co first reported a position in UnitedHealth in Q1 2018 and held it in 3 quarters.
Whitney & Co's UnitedHealth position peaked at $30K in Q3 2018.
1,920 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.