Achievement Holdings’s UnitedHealth UNH Stock Holding History

Achievement Holdings’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
2015 Q4	–	Sell	-2,200	Closed	-$255K	–	125
2015 Q3	$255K	Sell	2,200 -3,800	-63%	-$455K	0.02%	164
2015 Q2	$732	Buy	+6,000	New	+$710K	0.03%	175
2015 Q1	–	Sell	-9,600	Closed	-$970K	–	279
2014 Q4	$970K	Buy	+9,600	New	+$910K	0.03%	170

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Achievement Holdings's UNH Position: Q4 2015 in Review

Achievement Holdings sold out of UnitedHealth (UNH) in Q4 2015, closing a stake of 2,200 shares — an estimated $255K sold.

Achievement Holdings first reported a position in UNH in Q4 2014 and held it in 3 quarters. The position peaked at $970K in Q4 2014. 1,219 funds tracked by Wall St. Rank hold UNH as of Q4 2015.

Achievement Holdings reported no remaining UnitedHealth position as of Q4 2015 after selling out during the quarter.
Achievement Holdings sold 2,200 UnitedHealth shares in Q4 2015, an estimated $255K.
Achievement Holdings first reported a position in UnitedHealth in Q4 2014 and held it in 3 quarters.
Achievement Holdings's UnitedHealth position peaked at $970K in Q4 2014.
1,219 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2015.

Based on Achievement Holdings's 13F filing for Q4 2015.