XML Securities’s UnitedHealth UNH Stock Holding History

XML Securities’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 Q1	$246K	Buy	1,146 +208	+22%	+$47.5K	0.31%	58
2017 Q4	$207K	Buy	+938	New	+$199K	0.27%	67

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

XML Securities's UNH Position: Q1 2018 in Review

XML Securities increased its UnitedHealth (UNH) stake by 22% in Q1 2018, buying an estimated $47.5K and bringing the position to 1,146 shares worth $246K. The position accounts for 0.31% of the portfolio, ranked #58.

XML Securities first reported a position in UNH in Q4 2017 and has held it in 2 quarters since. 1,695 funds tracked by Wall St. Rank hold UNH as of Q1 2018.

XML Securities held 1,146 shares of UnitedHealth worth $246K as of Q1 2018.
XML Securities bought 208 UnitedHealth shares in Q1 2018, an estimated $47.5K.
UnitedHealth made up 0.31% of XML Securities's portfolio in Q1 2018, its #58 holding.
XML Securities first reported a position in UnitedHealth in Q4 2017 and has held it in 2 quarters since.
1,695 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.