CG Asset Management’s UnitedHealth UNH Stock Holding History

CG Asset 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
2016 Q4	$547K	Buy	3,415 +415	+14%	+$62K	0.2%	98
2016 Q3	$420K	Sell	3,000 -14,855	-83%	-$2.08M	0.16%	104
2016 Q2	$2.52M	Sell	17,855 -500	-3%	-$66.7K	1.01%	35
2016 Q1	$2.37M	Buy	18,355 +6,230	+51%	+$737K	0.95%	41
2015 Q4	$1.43M	Buy	12,125 +8,545	+239%	+$999K	0.57%	53
2015 Q3	$415K	Buy	3,580 +380	+12%	+$45.5K	0.18%	91
2015 Q2	$390K	Sell	3,200 -700	-18%	-$82.8K	0.15%	99
2015 Q1	$461K	Buy	+3,900	New	+$433K	0.18%	94
2014 Q2	–	Sell	-7,800	Closed	-$640K	–	142
2014 Q1	$640K	Buy	7,800 +3,200	+70%	+$241K	0.29%	79
2013 Q4	$346K	Buy	+4,600	New	+$330K	0.16%	109

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

CG Asset Management's UNH Position: Q4 2016 in Review

CG Asset Management increased its UnitedHealth (UNH) stake by 14% in Q4 2016, buying an estimated $62K and bringing the position to 3,415 shares worth $547K. The position accounts for 0.2% of the portfolio, ranked #98.

CG Asset Management first reported a position in UNH in Q4 2013 and has held it in 10 quarters since. The position peaked at $2.52M in Q2 2016. 1,412 funds tracked by Wall St. Rank hold UNH as of Q4 2016.

CG Asset Management held 3,415 shares of UnitedHealth worth $547K as of Q4 2016.
CG Asset Management bought 415 UnitedHealth shares in Q4 2016, an estimated $62K.
UnitedHealth made up 0.2% of CG Asset Management's portfolio in Q4 2016, its #98 holding.
CG Asset Management first reported a position in UnitedHealth in Q4 2013 and has held it in 10 quarters since.
CG Asset Management's UnitedHealth position peaked at $2.52M in Q2 2016.
1,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2016.

Based on CG Asset Management's 13F filing for Q4 2016, filed 10 Feb 2017.