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Charles Stewart Mott Foundation’s UnitedHealth UNH Stock Holding History

Charles Stewart Mott Foundation’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
-3,984
Closed -$462K – 78
2015
Q3 		$462K Buy
+3,984
New +$477K 0.52% 33

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

Charles Stewart Mott Foundation's UNH Position: Q4 2015 in Review

Charles Stewart Mott Foundation sold out of UnitedHealth (UNH) in Q4 2015, closing a stake of 3,984 shares — an estimated $462K sold.

Charles Stewart Mott Foundation first reported a position in UNH in Q3 2015 and held it in 1 quarter. The position peaked at $462K in Q3 2015. 1,218 funds tracked by Wall St. Rank hold UNH as of Q4 2015.

  • Charles Stewart Mott Foundation reported no remaining UnitedHealth position as of Q4 2015 after selling out during the quarter.
  • Charles Stewart Mott Foundation sold 3,984 UnitedHealth shares in Q4 2015, an estimated $462K.
  • Charles Stewart Mott Foundation first reported a position in UnitedHealth in Q3 2015 and held it in 1 quarter.
  • Charles Stewart Mott Foundation's UnitedHealth position peaked at $462K in Q3 2015.
  • 1,218 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2015.

Based on Charles Stewart Mott Foundation's 13F filing for Q4 2015, filed 16 Feb 2016.