CGH
UNH icon

Cleary Gull Holdings’s UnitedHealth UNH Stock Holding History

Cleary Gull Holdings’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
Q1 		$26K Hold
200
– – 0.02% 58
2015
Q4 		$24K Hold
200
– – 0.01% 52
2015
Q3 		$23K Buy
+200
New +$23.9K 0.02% 50

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Cleary Gull Holdings's UNH Position: Q1 2016 in Review

Cleary Gull Holdings held its UnitedHealth (UNH) position steady in Q1 2016 at 200 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #58.

Cleary Gull Holdings first reported a position in UNH in Q3 2015 and has held it in 3 quarters since. 1,219 funds tracked by Wall St. Rank hold UNH as of Q1 2016.

  • Cleary Gull Holdings held 200 shares of UnitedHealth worth $26K as of Q1 2016.
  • Cleary Gull Holdings left its UnitedHealth share count unchanged in Q1 2016.
  • UnitedHealth made up 0.02% of Cleary Gull Holdings's portfolio in Q1 2016, its #58 holding.
  • Cleary Gull Holdings first reported a position in UnitedHealth in Q3 2015 and has held it in 3 quarters since.
  • 1,219 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2016.

Based on Cleary Gull Holdings's 13F filing for Q1 2016, filed 9 May 2016.