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Carlson Capital’s UnitedHealth UNH Stock Holding History

Carlson Capital’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
2017
Q1 		– Sell
-51,600
Closed -$8.26M – 321
2016
Q4 		$8.26M Buy
+51,600
New +$7.71M 0.1% 201
2013
Q3 		– Sell
-395,422
Closed -$25.9M – 318
2013
Q2 		$25.9M Buy
+395,422
New +$24.6M 0.31% 108

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Carlson Capital's UNH Position: Q1 2017 in Review

Carlson Capital sold out of UnitedHealth (UNH) in Q1 2017, closing a stake of 51,600 shares — an estimated $8.26M sold.

Carlson Capital first reported a position in UNH in Q2 2013 and held it in 2 quarters. The position peaked at $25.9M in Q2 2013. 1,453 funds tracked by Wall St. Rank hold UNH as of Q1 2017.

  • Carlson Capital reported no remaining UnitedHealth position as of Q1 2017 after selling out during the quarter.
  • Carlson Capital sold 51,600 UnitedHealth shares in Q1 2017, an estimated $8.26M.
  • Carlson Capital first reported a position in UnitedHealth in Q2 2013 and held it in 2 quarters.
  • Carlson Capital's UnitedHealth position peaked at $25.9M in Q2 2013.
  • 1,453 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2017.

Based on Carlson Capital's 13F filing for Q1 2017, filed 15 May 2017.