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Bellevue Asset Management (Switzerland)’s UnitedHealth UNH Stock Holding History

Bellevue Asset Management (Switzerland)’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 		$14.1M Hold
120,000
– – 2.15% 12
2015
Q3 		$13.9M Buy
120,000
+5,000
+4% +$598K 2.27% 9
2015
Q2 		$14M Hold
115,000
– – 1.95% 13
2015
Q1 		$13.6M Buy
+115,000
New +$12.8M 1.9% 9

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bellevue Asset Management (Switzerland)'s UNH Position: Q4 2015 in Review

Bellevue Asset Management (Switzerland) held its UnitedHealth (UNH) position steady in Q4 2015 at 120,000 shares worth $14.1M. The position accounts for 2.15% of the portfolio, ranked #12.

Bellevue Asset Management (Switzerland) first reported a position in UNH in Q1 2015 and has held it in 4 quarters since. 1,219 funds tracked by Wall St. Rank hold UNH as of Q4 2015.

  • Bellevue Asset Management (Switzerland) held 120,000 shares of UnitedHealth worth $14.1M as of Q4 2015.
  • Bellevue Asset Management (Switzerland) left its UnitedHealth share count unchanged in Q4 2015.
  • UnitedHealth made up 2.15% of Bellevue Asset Management (Switzerland)'s portfolio in Q4 2015, its #12 holding.
  • Bellevue Asset Management (Switzerland) first reported a position in UnitedHealth in Q1 2015 and has held it in 4 quarters since.
  • 1,219 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2015.

Based on Bellevue Asset Management (Switzerland)'s 13F filing for Q4 2015, filed 12 Feb 2016.