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BRC Investment Management’s UnitedHealth UNH Stock Holding History

BRC Investment Management’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
-9,647
Closed -$1.12M – 148
2015
Q3 		$1.12M Buy
+9,647
New +$1.15M 0.17% 50

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

BRC Investment Management's UNH Position: Q4 2015 in Review

BRC Investment Management sold out of UnitedHealth (UNH) in Q4 2015, closing a stake of 9,647 shares — an estimated $1.12M sold.

BRC Investment Management first reported a position in UNH in Q3 2015 and held it in 1 quarter. The position peaked at $1.12M in Q3 2015. 1,218 funds tracked by Wall St. Rank hold UNH as of Q4 2015.

  • BRC Investment Management reported no remaining UnitedHealth position as of Q4 2015 after selling out during the quarter.
  • BRC Investment Management sold 9,647 UnitedHealth shares in Q4 2015, an estimated $1.12M.
  • BRC Investment Management first reported a position in UnitedHealth in Q3 2015 and held it in 1 quarter.
  • BRC Investment Management's UnitedHealth position peaked at $1.12M in Q3 2015.
  • 1,218 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2015.

Based on BRC Investment Management's 13F filing for Q4 2015, filed 29 Jan 2016.